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