Educateda businesspartner onmy roleHelpedspousebeneficiaryclaim fundsProcessedTrust inFDOTPulled 2OMNIcases/dayfor a weekEnded a daywith ZEROOverdueTasksMade aclientlaughDe-escalated afrustratedclientOneandDone!Helpedanother TSRep Closea CaseNewAccountApprovedby CRTClosed aNon-DeathCaseClosed a casethat challengedme andCELEBRATED!Assistedwith onlineaccountopeningSent outprefilledapplicationsTookownership ofa branchcaseAssistedanotherTS Rep inNeedEndedTHREE Dayswith Zerocases withoutNext ActivityRecognizeda TS Rep inRecognitionCentralMade 5Follow-UpCalls to pushforwardexisting casesMet CPH ORimprovedfrompreviousweekUsedResourcesto answermy ownquestionMet CSPHOR improvedfrom previousweekWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathHelpedsomeonethroughonline re-registrationUsedSIGGYExceptionPolicyGenuinelyhelped astrugglingclientEducateda businesspartner onmy roleHelpedspousebeneficiaryclaim fundsProcessedTrust inFDOTPulled 2OMNIcases/dayfor a weekEnded a daywith ZEROOverdueTasksMade aclientlaughDe-escalated afrustratedclientOneandDone!Helpedanother TSRep Closea CaseNewAccountApprovedby CRTClosed aNon-DeathCaseClosed a casethat challengedme andCELEBRATED!Assistedwith onlineaccountopeningSent outprefilledapplicationsTookownership ofa branchcaseAssistedanotherTS Rep inNeedEndedTHREE Dayswith Zerocases withoutNext ActivityRecognizeda TS Rep inRecognitionCentralMade 5Follow-UpCalls to pushforwardexisting casesMet CPH ORimprovedfrompreviousweekUsedResourcesto answermy ownquestionMet CSPHOR improvedfrom previousweekWork itemsCreated:TFR/INHRIT,TFR/Custodial,TFR/Divorce,TFR/NondeathHelpedsomeonethroughonline re-registrationUsedSIGGYExceptionPolicyGenuinelyhelped astrugglingclient

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