PurchaseintoModerateAggressiveCalleris fromVirginiaCaller'sbirth yearis sameas yoursWarmtransfer tobrokerageACW isless thanoneminuteSharescreenwith FRFan PlanOperatorset upSet upSysExchWarmtransfer toNon-PropCalleris fromIndianaEscheatmentcallCallerborn in1990RothConversionCalls perhour isover 10Make acallerlaughTalk to acaller outof thecountryResetsomeonein 3270Talk to acaller inHawaiiCaller'sname isDanielSay"HappyBirthday"to a callerDogbarking inbackgroundCallregardingRights ofAccumulationConfirmnumber is onthe hour(EG10030100)ReallocationCalleris fromOregonCaller'sname isMelissaUpdateaddressin CIFCaller'sname isDonaldCallerborn in1979Caller isfromElizabethTalk aboutthe weatherwith a callerCaller hassame nameas you (1stor last)Caller'snameis JackCaller isfromWisonsinUpdatephonenumber inCIFExchangeto or fromDiverseIncome PlusPaperworkfor new403bOvernighta checkDeferLESWPOnlinetrust/entitylog inCallerborn in1985Top 5 inDaily CallReportPut a NIGOintoGOODORDERCaller'sname isEmilyCall aboutLetter ofIntentInterestedPartyFormCaller isfromTennesseeUpdateaddressin CIF2ndGenerationInheritedIRACaller'snameis AlanMoneyMarketYieldCallermakesa joke#1 indaily callreportRedeemfromModerateAllocationPurchaseintoModerateAggressiveCalleris fromVirginiaCaller'sbirth yearis sameas yoursWarmtransfer tobrokerageACW isless thanoneminuteSharescreenwith FRFan PlanOperatorset upSet upSysExchWarmtransfer toNon-PropCalleris fromIndianaEscheatmentcallCallerborn in1990RothConversionCalls perhour isover 10Make acallerlaughTalk to acaller outof thecountryResetsomeonein 3270Talk to acaller inHawaiiCaller'sname isDanielSay"HappyBirthday"to a callerDogbarking inbackgroundCallregardingRights ofAccumulationConfirmnumber is onthe hour(EG10030100)ReallocationCalleris fromOregonCaller'sname isMelissaUpdateaddressin CIFCaller'sname isDonaldCallerborn in1979Caller isfromElizabethTalk aboutthe weatherwith a callerCaller hassame nameas you (1stor last)Caller'snameis JackCaller isfromWisonsinUpdatephonenumber inCIFExchangeto or fromDiverseIncome PlusPaperworkfor new403bOvernighta checkDeferLESWPOnlinetrust/entitylog inCallerborn in1985Top 5 inDaily CallReportPut a NIGOintoGOODORDERCaller'sname isEmilyCall aboutLetter ofIntentInterestedPartyFormCaller isfromTennesseeUpdateaddressin CIF2ndGenerationInheritedIRACaller'snameis AlanMoneyMarketYieldCallermakesa joke#1 indaily callreportRedeemfromModerateAllocation

Customer Service Week 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. Purchase into Moderate Aggressive
  2. Caller is from Virginia
  3. Caller's birth year is same as yours
  4. Warm transfer to brokerage
  5. ACW is less than one minute
  6. Share screen with FR
  7. Fan Plan Operator set up
  8. Set up Sys Exch
  9. Warm transfer to Non-Prop
  10. Caller is from Indiana
  11. Escheatment call
  12. Caller born in 1990
  13. Roth Conversion
  14. Calls per hour is over 10
  15. Make a caller laugh
  16. Talk to a caller out of the country
  17. Reset someone in 3270
  18. Talk to a caller in Hawaii
  19. Caller's name is Daniel
  20. Say "Happy Birthday" to a caller
  21. Dog barking in background
  22. Call regarding Rights of Accumulation
  23. Confirm number is on the hour (EG10030100)
  24. Reallocation
  25. Caller is from Oregon
  26. Caller's name is Melissa
  27. Update address in CIF
  28. Caller's name is Donald
  29. Caller born in 1979
  30. Caller is from Elizabeth
  31. Talk about the weather with a caller
  32. Caller has same name as you (1st or last)
  33. Caller's name is Jack
  34. Caller is from Wisonsin
  35. Update phone number in CIF
  36. Exchange to or from Diverse Income Plus
  37. Paperwork for new 403b
  38. Overnight a check
  39. Defer LE SWP
  40. Online trust/entity log in
  41. Caller born in 1985
  42. Top 5 in Daily Call Report
  43. Put a NIGO into GOODORDER
  44. Caller's name is Emily
  45. Call about Letter of Intent
  46. Interested Party Form
  47. Caller is from Tennessee
  48. Update address in CIF
  49. 2nd Generation Inherited IRA
  50. Caller's name is Alan
  51. Money Market Yield
  52. Caller makes a joke
  53. #1 in daily call report
  54. Redeem from Moderate Allocation