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