Made aclientlaughEndedTHREE Dayswith Zerocases withoutNext ActivityEnded a daywith ZEROOverdueTasksEducateda businesspartner onmy roleMade 5Follow-UpCalls to pushforwardexisting casesRecognizeda TS Rep inRecognitionCentralUsedSIGGYExceptionPolicyHelpedsomeonethroughonline re-registrationOneandDone!Work itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathAssistedanotherTS Rep inNeedMet CSPHOR improvedfrom previousweekTookownership ofa branchcaseNewAccountApprovedby CRTSent outprefilledapplicationsProcessedTrust inFDOTUsedResourcesto answermy ownquestionGenuinelyhelped astrugglingclientPulled 2OMNIcases/dayfor a weekHelpedanother TSRep Closea CaseAssistedwith onlineaccountopeningClosed aNon-DeathCaseMet CPH ORimprovedfrompreviousweekDe-escalated afrustratedclientClosed a casethat challengedme andCELEBRATED!Helpedspousebeneficiaryclaim fundsMade aclientlaughEndedTHREE Dayswith Zerocases withoutNext ActivityEnded a daywith ZEROOverdueTasksEducateda businesspartner onmy roleMade 5Follow-UpCalls to pushforwardexisting casesRecognizeda TS Rep inRecognitionCentralUsedSIGGYExceptionPolicyHelpedsomeonethroughonline re-registrationOneandDone!Work itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathAssistedanotherTS Rep inNeedMet CSPHOR improvedfrom previousweekTookownership ofa branchcaseNewAccountApprovedby CRTSent outprefilledapplicationsProcessedTrust inFDOTUsedResourcesto answermy ownquestionGenuinelyhelped astrugglingclientPulled 2OMNIcases/dayfor a weekHelpedanother TSRep Closea CaseAssistedwith onlineaccountopeningClosed aNon-DeathCaseMet CPH ORimprovedfrompreviousweekDe-escalated afrustratedclientClosed a casethat challengedme andCELEBRATED!Helpedspousebeneficiaryclaim funds

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