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.

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