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