Give aquotePasswordResetWalkthroughonlinetradeProcess a529DistributionEnrollclient inMyVoiceSetupEFTonlineDiscussmobilecheckdepositSet upAutomaticInvestPlanDiscussHidingClosedaccountsGet Phone# atbeginningof callGo extramile withAddresschangeHelpSetupan AlertShow clientcash availfeature onFid.comUpdatePhone #when noton fileDiscusscheckwritingDiscussDebitCardDiscussBeneinformationDiscussadvantageof CMADiscussBill PayFeatureConfirmaddress ifnot updatedin whileUpdatePWS inSalesforceSetupBank WireonlineDiscussRMDSet UpPWSPlanGive aquotePasswordResetWalkthroughonlinetradeProcess a529DistributionEnrollclient inMyVoiceSetupEFTonlineDiscussmobilecheckdepositSet upAutomaticInvestPlanDiscussHidingClosedaccountsGet Phone# atbeginningof callGo extramile withAddresschangeHelpSetupan AlertShow clientcash availfeature onFid.comUpdatePhone #when noton fileDiscusscheckwritingDiscussDebitCardDiscussBeneinformationDiscussadvantageof CMADiscussBill PayFeatureConfirmaddress ifnot updatedin whileUpdatePWS inSalesforceSetupBank WireonlineDiscussRMDSet UpPWSPlan

Going the Extra Mile - 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. Give a quote
  2. Password Reset
  3. Walk through online trade
  4. Process a 529 Distribution
  5. Enroll client in MyVoice
  6. Setup EFT online
  7. Discuss mobile check deposit
  8. Set up Automatic Invest Plan
  9. Discuss Hiding Closed accounts
  10. Get Phone # at beginning of call
  11. Go extra mile with Address change
  12. Help Setup an Alert
  13. Show client cash avail feature on Fid.com
  14. Update Phone # when not on file
  15. Discuss check writing
  16. Discuss Debit Card
  17. Discuss Bene information
  18. Discuss advantage of CMA
  19. Discuss Bill Pay Feature
  20. Confirm address if not updated in while
  21. Update PWS in Salesforce
  22. Setup Bank Wire online
  23. Discuss RMD
  24. Set Up PWS Plan