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