8.Send aTIL inthe chat28.Talk/Holdunder12:00weekly12.SubmittedNon-ERISAform toprocessingfor customer6.Frame thecall everytime19.Receivea WOW!Alert24.100%VOCweekly5.Ask ClarifyingQuestionsregarding theclient’s need7.Shadow aTIAA/Nuveencolleague2.Send aRII to aparticipant(PIN)16.Complete afollow-up callto aparticipant(PIN)17.Submit aNIGO toIGO task(PIN)20.Respond to achat/questionfrom acolleague10.CompleteWeeklyCentricalTraining14.Use KE toresearchevery call9.Checkbeneficiariesat least 10times11.Calldocumentevery call23.Talk/Hold +ACW bothin greenweekly21.Call NSLwith a #validquestion(PIN)22.RTC2.50%weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)4.Completed2 differentStretches atyour desk26.VoicemailKudos15.Become amember/Participatein a BRG13.Demonstrateactivelisteningskills onevery call27.UNRunder5:00 minsweekly3.Schedule anadvicesession fora participant25.QIR90%+weekly18.Receive anunsolicitedVM fromparticipants29.ACWunder1:30weeklyAsk aboutOutsideAssets 5Times duringthe day8.Send aTIL inthe chat28.Talk/Holdunder12:00weekly12.SubmittedNon-ERISAform toprocessingfor customer6.Frame thecall everytime19.Receivea WOW!Alert24.100%VOCweekly5.Ask ClarifyingQuestionsregarding theclient’s need7.Shadow aTIAA/Nuveencolleague2.Send aRII to aparticipant(PIN)16.Complete afollow-up callto aparticipant(PIN)17.Submit aNIGO toIGO task(PIN)20.Respond to achat/questionfrom acolleague10.CompleteWeeklyCentricalTraining14.Use KE toresearchevery call9.Checkbeneficiariesat least 10times11.Calldocumentevery call23.Talk/Hold +ACW bothin greenweekly21.Call NSLwith a #validquestion(PIN)22.RTC2.50%weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)4.Completed2 differentStretches atyour desk26.VoicemailKudos15.Become amember/Participatein a BRG13.Demonstrateactivelisteningskills onevery call27.UNRunder5:00 minsweekly3.Schedule anadvicesession fora participant25.QIR90%+weekly18.Receive anunsolicitedVM fromparticipants29.ACWunder1:30weeklyAsk aboutOutsideAssets 5Times duringthe day

TEAM WELLS 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.


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  1. Send a TIL in the chat
    8.
  2. Talk/Hold under 12:00 weekly
    28.
  3. Submitted Non-ERISA form to processing for customer
    12.
  4. Frame the call every time
    6.
  5. Receive a WOW! Alert
    19.
  6. 100% VOC weekly
    24.
  7. Ask Clarifying Questions regarding the client’s need
    5.
  8. Shadow a TIAA/Nuveen colleague
    7.
  9. Send a RII to a participant (PIN)
    2.
  10. Complete a follow-up call to a participant (PIN)
    16.
  11. Submit a NIGO to IGO task (PIN)
    17.
  12. Respond to a chat/question from a colleague
    20.
  13. Complete Weekly Centrical Training
    10.
  14. Use KE to research every call
    14.
  15. Check beneficiaries at least 10 times
    9.
  16. Call document every call
    11.
  17. Talk/Hold + ACW both in green weekly
    23.
  18. Call NSL with a #valid question (PIN)
    21.
  19. RTC 2.50% weekly
    22.
  20. Ask about Outside Assets 5 Times during the day(PIN)
    1.
  21. Completed 2 different Stretches at your desk
    4.
  22. Voicemail Kudos
    26.
  23. Become a member/Participate in a BRG
    15.
  24. Demonstrate active listening skills on every call
    13.
  25. UNR under 5:00 mins weekly
    27.
  26. Schedule an advice session for a participant
    3.
  27. QIR 90%+ weekly
    25.
  28. Receive an unsolicited VM from participants
    18.
  29. ACW under 1:30 weekly
    29.
  30. Ask about Outside Assets 5 Times during the day