ProportionalTradeUsedAgent Boton a call1st timeRMDtagDiscussedRMDPWS tagClientcalling toactivate arolloverPasswordResetPhone callless than3 minutesEFTDistributionChat withHD inagent BotTrying toreach abranchTrade 3+mutualfunds401(k)callSPSquestionsOTW andnotedverificationfor HRTtransactionClienthas over500KSent RMDand skippedPWS (andnoted insalesforce)UseOTPClient has10K in cash& askedabout planswith itCaller isFTA/LTA/POAPhone calllongerthan 30minutesEnrolledclient inMyVoiceClient asksyou tospeak withspouseCallSSGClientsusernameis SSNProportionalTradeUsedAgent Boton a call1st timeRMDtagDiscussedRMDPWS tagClientcalling toactivate arolloverPasswordResetPhone callless than3 minutesEFTDistributionChat withHD inagent BotTrying toreach abranchTrade 3+mutualfunds401(k)callSPSquestionsOTW andnotedverificationfor HRTtransactionClienthas over500KSent RMDand skippedPWS (andnoted insalesforce)UseOTPClient has10K in cash& askedabout planswith itCaller isFTA/LTA/POAPhone calllongerthan 30minutesEnrolledclient inMyVoiceClient asksyou tospeak withspouseCallSSGClientsusernameis SSN

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