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