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