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