Transfer to Billing Center Rep was confident and professional Address Change Someone other than PO/Agent Did not use Jargon AFT Owner Change Beneficiary Change Surrender Policy number starts with 3 Name Change Reinstatement Transferred to a Specialist Loan Did not verify SSN Assignment Used Jargon Values Transferred to a Technician Policy Owner Agent DocuSign Requirements needed? Life Apps and Forms Verified SSN Hold Premium Form review Policy Number starts with 2 Verified beneficiary Did not verify beneficiary Transfer to Billing Center Rep was confident and professional Address Change Someone other than PO/Agent Did not use Jargon AFT Owner Change Beneficiary Change Surrender Policy number starts with 3 Name Change Reinstatement Transferred to a Specialist Loan Did not verify SSN Assignment Used Jargon Values Transferred to a Technician Policy Owner Agent DocuSign Requirements needed? Life Apps and Forms Verified SSN Hold Premium Form review Policy Number starts with 2 Verified beneficiary Did not verify beneficiary
(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.
Transfer to Billing Center
Rep was confident and professional
Address Change
Someone other than PO/Agent
Did not use Jargon
AFT
Owner Change
Beneficiary Change
Surrender
Policy number starts with 3
Name Change
Reinstatement
Transferred to a Specialist
Loan
Did not verify SSN
Assignment
Used Jargon
Values
Transferred to a Technician
Policy Owner
Agent
DocuSign
Requirements needed?
Life Apps and Forms
Verified SSN
Hold
Premium
Form review
Policy Number starts with 2
Verified beneficiary
Did not verify beneficiary