Get Phone# atbeginningof callUpdatePWS inSalesforceDiscussDebitCardDiscusscheckwritingGive aquoteSetupEFTonlineEnrollclient inMyVoiceDiscussBeneinformationConfirmaddress ifnot updatedin whileUpdatePhone #when noton fileSet upAutomaticInvestPlanSet UpPWSPlanProcess a529DistributionGo extramile withAddresschangeDiscussmobilecheckdepositSetupBank WireonlineDiscussBill PayFeatureDiscussadvantageof CMAHelpSetupan AlertPasswordResetShow clientcash availfeature onFid.comWalkthroughonlinetradeDiscussHidingClosedaccountsDiscussRMDGet Phone# atbeginningof callUpdatePWS inSalesforceDiscussDebitCardDiscusscheckwritingGive aquoteSetupEFTonlineEnrollclient inMyVoiceDiscussBeneinformationConfirmaddress ifnot updatedin whileUpdatePhone #when noton fileSet upAutomaticInvestPlanSet UpPWSPlanProcess a529DistributionGo extramile withAddresschangeDiscussmobilecheckdepositSetupBank WireonlineDiscussBill PayFeatureDiscussadvantageof CMAHelpSetupan AlertPasswordResetShow clientcash availfeature onFid.comWalkthroughonlinetradeDiscussHidingClosedaccountsDiscussRMD

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