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