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