Tookownership ofa branchcaseHelpedanother TSRep Closea CaseEducateda businesspartner onmy roleHelpedspousebeneficiaryclaim fundsPulled 2OMNIcases/dayfor a weekNewAccountApprovedby CRTMade 5Follow-UpCalls to pushforwardexisting casesMet CSPHOR improvedfrom previousweekMade aclientlaughProcessedTrust inFDOTClosed aNon-DeathCaseEndedTHREE Dayswith Zerocases withoutNext ActivityOneandDone!AssistedanotherTS Rep inNeedMet CPH ORimprovedfrompreviousweekUsedSIGGYExceptionPolicyGenuinelyhelped astrugglingclientDe-escalated afrustratedclientEnded a daywith ZEROOverdueTasksUsedResourcesto answermy ownquestionWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathAssistedwith onlineaccountopeningSent outprefilledapplicationsClosed a casethat challengedme andCELEBRATED!Recognizeda TS Rep inRecognitionCentralHelpedsomeonethroughonline re-registrationTookownership ofa branchcaseHelpedanother TSRep Closea CaseEducateda businesspartner onmy roleHelpedspousebeneficiaryclaim fundsPulled 2OMNIcases/dayfor a weekNewAccountApprovedby CRTMade 5Follow-UpCalls to pushforwardexisting casesMet CSPHOR improvedfrom previousweekMade aclientlaughProcessedTrust inFDOTClosed aNon-DeathCaseEndedTHREE Dayswith Zerocases withoutNext ActivityOneandDone!AssistedanotherTS Rep inNeedMet CPH ORimprovedfrompreviousweekUsedSIGGYExceptionPolicyGenuinelyhelped astrugglingclientDe-escalated afrustratedclientEnded a daywith ZEROOverdueTasksUsedResourcesto answermy ownquestionWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathAssistedwith onlineaccountopeningSent outprefilledapplicationsClosed a casethat challengedme andCELEBRATED!Recognizeda TS Rep inRecognitionCentralHelpedsomeonethroughonline re-registration

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