DocuSignquestionStatusupdate ontrackingitemEscalatedcallTransferto salesNewaccountopeningprocessTransferpaperworkWithdrawalrequestCEBrokerdealerchangecallFREE!eservicerequestPasswordreset callRetirementservicesquestionStatementquestionNIGOQUESTIONISCprocesswalkthroughDocuSignquestionStatusupdate ontrackingitemEscalatedcallTransferto salesNewaccountopeningprocessTransferpaperworkWithdrawalrequestCEBrokerdealerchangecallFREE!eservicerequestPasswordreset callRetirementservicesquestionStatementquestionNIGOQUESTIONISCprocesswalkthrough

Advisor Services Bingo - 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
  1. DocuSign question
  2. Status update on tracking item
  3. Escalated call
  4. Transfer to sales
  5. New account opening process
  6. Transfer paperwork
  7. Withdrawal request
  8. CE
  9. Broker dealer change call
  10. FREE!
  11. eservice request
  12. Password reset call
  13. Retirement services question
  14. Statement question
  15. NIGO QUESTION
  16. ISC process walkthrough