Mailed aC ratedGrantorReportAttended ameetingother thanwith a clientAskedTeamif theyneeded helpUploadednew clientdocumentsSent FratedPolicy toJB/AaronVisitedJB/AaronSent DRatedpolicy toJB/AaronMailed aA ratedGrantorReportMade grantorbeneficiarycorrections inIQReceived5 piecesof mailParticipatedin a clientcallHad a nonwork relatedconversationwith a co-workerReceived Okfrom JB/Aaronto sendGrantorReportMailed 5GrantorreportsReviewed1 annualStatementCalledaCarrierSaid Hi to JonWessels andasked aboutthe weatherResolved5VariancesAskedTeamleader aquestionMailed aB ratedGrantorReportRequestedDeathclaim formMailed 10GrantorReportsSentquestionto IQResolveavarianceMailed aC ratedGrantorReportAttended ameetingother thanwith a clientAskedTeamif theyneeded helpUploadednew clientdocumentsSent FratedPolicy toJB/AaronVisitedJB/AaronSent DRatedpolicy toJB/AaronMailed aA ratedGrantorReportMade grantorbeneficiarycorrections inIQReceived5 piecesof mailParticipatedin a clientcallHad a nonwork relatedconversationwith a co-workerReceived Okfrom JB/Aaronto sendGrantorReportMailed 5GrantorreportsReviewed1 annualStatementCalledaCarrierSaid Hi to JonWessels andasked aboutthe weatherResolved5VariancesAskedTeamleader aquestionMailed aB ratedGrantorReportRequestedDeathclaim formMailed 10GrantorReportsSentquestionto IQResolveavariance

BINGO - Associate TA - Call List

(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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Mailed a C rated Grantor Report
  2. Attended a meeting other than with a client
  3. Asked Team if they needed help
  4. Uploaded new client documents
  5. Sent F rated Policy to JB/Aaron
  6. Visited JB/Aaron
  7. Sent D Rated policy to JB/Aaron
  8. Mailed a A rated Grantor Report
  9. Made grantor beneficiary corrections in IQ
  10. Received 5 pieces of mail
  11. Participated in a client call
  12. Had a non work related conversation with a co-worker
  13. Received Ok from JB/Aaron to send Grantor Report
  14. Mailed 5 Grantor reports
  15. Reviewed 1 annual Statement
  16. Called a Carrier
  17. Said Hi to Jon Wessels and asked about the weather
  18. Resolved 5 Variances
  19. Asked Team leader a question
  20. Mailed a B rated Grantor Report
  21. Requested Death claim form
  22. Mailed 10 Grantor Reports
  23. Sent question to IQ
  24. Resolve a variance