Pulled 2OMNIcases/dayfor a weekGenuinelyhelped astrugglingclientClosed aNon-DeathCaseMade aclientlaughUsedSIGGYExceptionPolicyUsedResourcesto answermy ownquestionMet CSPHOR improvedfrom previousweekMade 5Follow-UpCalls to pushforwardexisting casesProcessedTrust inFDOTNewAccountApprovedby CRTDe-escalated afrustratedclientEndedTHREE Dayswith Zerocases withoutNext ActivityClosed a casethat challengedme andCELEBRATED!Helpedspousebeneficiaryclaim fundsOneandDone!Educateda businesspartner onmy roleRecognizeda TS Rep inRecognitionCentralWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathHelpedsomeonethroughonline re-registrationEnded a daywith ZEROOverdueTasksMet CPH ORimprovedfrompreviousweekAssistedwith onlineaccountopeningHelpedanother TSRep Closea CaseSent outprefilledapplicationsAssistedanotherTS Rep inNeedTookownership ofa branchcasePulled 2OMNIcases/dayfor a weekGenuinelyhelped astrugglingclientClosed aNon-DeathCaseMade aclientlaughUsedSIGGYExceptionPolicyUsedResourcesto answermy ownquestionMet CSPHOR improvedfrom previousweekMade 5Follow-UpCalls to pushforwardexisting casesProcessedTrust inFDOTNewAccountApprovedby CRTDe-escalated afrustratedclientEndedTHREE Dayswith Zerocases withoutNext ActivityClosed a casethat challengedme andCELEBRATED!Helpedspousebeneficiaryclaim fundsOneandDone!Educateda businesspartner onmy roleRecognizeda TS Rep inRecognitionCentralWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathHelpedsomeonethroughonline re-registrationEnded a daywith ZEROOverdueTasksMet CPH ORimprovedfrompreviousweekAssistedwith onlineaccountopeningHelpedanother TSRep Closea CaseSent outprefilledapplicationsAssistedanotherTS Rep inNeedTookownership ofa branchcase

Transition Services Game Changers! - 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. Pulled 2 OMNI cases/day for a week
  2. Genuinely helped a struggling client
  3. Closed a Non-Death Case
  4. Made a client laugh
  5. Used SIGGY Exception Policy
  6. Used Resources to answer my own question
  7. Met CSPH OR improved from previous week
  8. Made 5 Follow-Up Calls to push forward existing cases
  9. Processed Trust in FDOT
  10. New Account Approved by CRT
  11. De-escalated a frustrated client
  12. Ended THREE Days with Zero cases without Next Activity
  13. Closed a case that challenged me and CELEBRATED!
  14. Helped spouse beneficiary claim funds
  15. One and Done!
  16. Educated a business partner on my role
  17. Recognized a TS Rep in Recognition Central
  18. Work items Created: TFR/INHRIT, TFR/Custodial, TFR/Divorce, TFR/Nondeath
  19. Helped someone through online re-registration
  20. Ended a day with ZERO Overdue Tasks
  21. Met CPH OR improved from previous week
  22. Assisted with online account opening
  23. Helped another TS Rep Close a Case
  24. Sent out prefilled applications
  25. Assisted another TS Rep in Need
  26. Took ownership of a branch case