Assistedwith onlineaccountopeningHelpedsomeonethroughonline re-registrationClosed aNon-DeathCaseHelpedanother TSRep Closea CaseMade 5Follow-UpCalls to pushforwardexisting casesMade aclientlaughHelpedspousebeneficiaryclaim fundsOneandDone!Met CSPHOR improvedfrom previousweekMet CPH ORimprovedfrompreviousweekEducateda businesspartner onmy roleEndedTHREE Dayswith Zerocases withoutNext ActivitySent outprefilledapplicationsClosed a casethat challengedme andCELEBRATED!De-escalated afrustratedclientGenuinelyhelped astrugglingclientUsedResourcesto answermy ownquestionAssistedanotherTS Rep inNeedPulled 2OMNIcases/dayfor a weekWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathRecognizeda TS Rep inRecognitionCentralTookownership ofa branchcaseProcessedTrust inFDOTNewAccountApprovedby CRTEnded a daywith ZEROOverdueTasksUsedSIGGYExceptionPolicyAssistedwith onlineaccountopeningHelpedsomeonethroughonline re-registrationClosed aNon-DeathCaseHelpedanother TSRep Closea CaseMade 5Follow-UpCalls to pushforwardexisting casesMade aclientlaughHelpedspousebeneficiaryclaim fundsOneandDone!Met CSPHOR improvedfrom previousweekMet CPH ORimprovedfrompreviousweekEducateda businesspartner onmy roleEndedTHREE Dayswith Zerocases withoutNext ActivitySent outprefilledapplicationsClosed a casethat challengedme andCELEBRATED!De-escalated afrustratedclientGenuinelyhelped astrugglingclientUsedResourcesto answermy ownquestionAssistedanotherTS Rep inNeedPulled 2OMNIcases/dayfor a weekWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathRecognizeda TS Rep inRecognitionCentralTookownership ofa branchcaseProcessedTrust inFDOTNewAccountApprovedby CRTEnded a daywith ZEROOverdueTasksUsedSIGGYExceptionPolicy

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