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