DiscussBill PayFeatureGo extramile withAddresschangeGive aquoteDiscussRMDConfirmaddress ifnot updatedin whileDiscussDebitCardDiscussadvantageof CMADiscusscheckwritingShow clientcash availfeature onFid.comEnrollclient inMyVoiceDiscussHidingClosedaccountsProcess a529DistributionDiscussmobilecheckdepositSet upAutomaticInvestPlanUpdatePhone #when noton fileSetupBank WireonlineSet UpPWSPlanSetupEFTonlineWalkthroughonlinetradeHelpSetupan AlertGet Phone# atbeginningof callPasswordResetDiscussBeneinformationUpdatePWS inSalesforceDiscussBill PayFeatureGo extramile withAddresschangeGive aquoteDiscussRMDConfirmaddress ifnot updatedin whileDiscussDebitCardDiscussadvantageof CMADiscusscheckwritingShow clientcash availfeature onFid.comEnrollclient inMyVoiceDiscussHidingClosedaccountsProcess a529DistributionDiscussmobilecheckdepositSet upAutomaticInvestPlanUpdatePhone #when noton fileSetupBank WireonlineSet UpPWSPlanSetupEFTonlineWalkthroughonlinetradeHelpSetupan AlertGet Phone# atbeginningof callPasswordResetDiscussBeneinformationUpdatePWS inSalesforce

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