8.Send aTIL inthe chat29.ACWunder1:30weekly13.Demonstrateactivelisteningskills onevery call10.CompleteWeeklyCentricalTraining9.Checkbeneficiariesat least 10times26.VoicemailKudos18.Receive anunsolicitedVM fromparticipants25.QIR90%+weekly5.Ask ClarifyingQuestionsregarding theclient’s need12.SubmittedNon-ERISAform toprocessingfor customer20.Respond to achat/questionfrom acolleague3.Schedule anadvicesession fora participant23.Talk/Hold +ACW bothin greenweekly21.Call NSLwith a #validquestion(PIN)17.Submit aNIGO toIGO task(PIN)28.Talk/Holdunder12:00weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)11.Calldocumentevery call19.Receivea WOW!Alert6.Frame thecall everytimeAsk aboutOutsideAssets 5Times duringthe day24.100%VOCweekly16.Complete afollow-up callto aparticipant(PIN)27.UNRunder5:00 minsweekly15.Become amember/Participatein a BRG7.Shadow aTIAA/Nuveencolleague4.Completed2 differentStretches atyour desk14.Use KE toresearchevery call2.Send aRII to aparticipant(PIN)22.RTC2.50%weekly8.Send aTIL inthe chat29.ACWunder1:30weekly13.Demonstrateactivelisteningskills onevery call10.CompleteWeeklyCentricalTraining9.Checkbeneficiariesat least 10times26.VoicemailKudos18.Receive anunsolicitedVM fromparticipants25.QIR90%+weekly5.Ask ClarifyingQuestionsregarding theclient’s need12.SubmittedNon-ERISAform toprocessingfor customer20.Respond to achat/questionfrom acolleague3.Schedule anadvicesession fora participant23.Talk/Hold +ACW bothin greenweekly21.Call NSLwith a #validquestion(PIN)17.Submit aNIGO toIGO task(PIN)28.Talk/Holdunder12:00weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)11.Calldocumentevery call19.Receivea WOW!Alert6.Frame thecall everytimeAsk aboutOutsideAssets 5Times duringthe day24.100%VOCweekly16.Complete afollow-up callto aparticipant(PIN)27.UNRunder5:00 minsweekly15.Become amember/Participatein a BRG7.Shadow aTIAA/Nuveencolleague4.Completed2 differentStretches atyour desk14.Use KE toresearchevery call2.Send aRII to aparticipant(PIN)22.RTC2.50%weekly

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