(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.
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Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP)
Have a case load
of 5 or less by end of day
Answer 45+ calls in a day
Reach out to a coworker to wish Happy Holidays
Process an RMD via a journal
Have an average ACW < 1 Minute
Help process an in kind Journal
Have an average hold time of 2 minutes or less
Take a picture of you enjoying a delicious bagel in the office
Help send an IRA One Time via DocuSign
Learn something new about one of your co-workers
Receive a call on something that is past its deadline (LOL)
Help assist at least 2 house accounts in a day
Have an average hold % of 35% or less
Process an RMD via Check OR EFT
Assist office in updating an RMD plan
Either open/edit an account in Digital Onboarding
Set up a Periodic plan in a non Retirment account
Set up a periodic plan within a Retirment account
Reach out to Shane and tell him what an amazing job he did on this (Lol)
Process a ROE
Submit a shine on award for someone who deserves it
Submit a raving fan
Help fill out/send an AMA or standing payment form
