Client asksyou tospeak withspouseCallSSGClientsusernameis SSN1st timeRMDtagSent RMDand skippedPWS (andnoted insalesforce)UseOTPClienthas over500KChat withHD inagent BotClient has10K in cash& askedabout planswith itClientcalling toactivate arolloverUsedAgent Boton a callPhone calllongerthan 30minutesProportionalTradeTrying toreach abranch401(k)callTrade 3+mutualfundsPhone callless than3 minutesSPSquestionsOTW andnotedverificationfor HRTtransactionDiscussedRMDPWS tagEnrolledclient inMyVoicePasswordResetCaller isFTA/LTA/POAEFTDistributionClient asksyou tospeak withspouseCallSSGClientsusernameis SSN1st timeRMDtagSent RMDand skippedPWS (andnoted insalesforce)UseOTPClienthas over500KChat withHD inagent BotClient has10K in cash& askedabout planswith itClientcalling toactivate arolloverUsedAgent Boton a callPhone calllongerthan 30minutesProportionalTradeTrying toreach abranch401(k)callTrade 3+mutualfundsPhone callless than3 minutesSPSquestionsOTW andnotedverificationfor HRTtransactionDiscussedRMDPWS tagEnrolledclient inMyVoicePasswordResetCaller isFTA/LTA/POAEFTDistribution

Untitled Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Client asks you to speak with spouse
  2. Call SSG
  3. Clients username is SSN
  4. 1st time RMD tag
  5. Sent RMD and skipped PWS (and noted in salesforce)
  6. Use OTP
  7. Client has over 500K
  8. Chat with HD in agent Bot
  9. Client has 10K in cash & asked about plans with it
  10. Client calling to activate a rollover
  11. Used Agent Bot on a call
  12. Phone call longer than 30 minutes
  13. Proportional Trade
  14. Trying to reach a branch
  15. 401(k) call
  16. Trade 3+ mutual funds
  17. Phone call less than 3 minutes
  18. SPS questions
  19. OTW and noted verification for HRT transaction
  20. Discussed RMD PWS tag
  21. Enrolled client in MyVoice
  22. Password Reset
  23. Caller is FTA/LTA/ POA
  24. EFT Distribution