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