Ask aboutOutsideAssets 5Times duringthe day1.Ask aboutOutsideAssets 5Times duringthe day(PIN)13.Demonstrateactivelisteningskills onevery call7.Shadow aTIAA/Nuveencolleague15.Become amember/Participatein a BRG2.Send aRII to aparticipant(PIN)20.Respond to achat/questionfrom acolleague25.QIR90%+weekly6.Frame thecall everytime21.Call NSLwith a #validquestion(PIN)23.Talk/Hold +ACW bothin greenweekly28.Talk/Holdunder12:00weekly9.Checkbeneficiariesat least 10times29.ACWunder1:30weekly3.Schedule anadvicesession fora participant17.Submit aNIGO toIGO task(PIN)11.Calldocumentevery call22.RTC2.50%weekly5.Ask ClarifyingQuestionsregarding theclient’s need10.CompleteWeeklyCentricalTraining4.Completed2 differentStretches atyour desk19.Receivea WOW!Alert8.Send aTIL inthe chat16.Complete afollow-up callto aparticipant(PIN)27.UNRunder5:00 minsweekly24.100%VOCweekly14.Use KE toresearchevery call18.Receive anunsolicitedVM fromparticipants26.VoicemailKudos12.SubmittedNon-ERISAform toprocessingfor customerAsk aboutOutsideAssets 5Times duringthe day1.Ask aboutOutsideAssets 5Times duringthe day(PIN)13.Demonstrateactivelisteningskills onevery call7.Shadow aTIAA/Nuveencolleague15.Become amember/Participatein a BRG2.Send aRII to aparticipant(PIN)20.Respond to achat/questionfrom acolleague25.QIR90%+weekly6.Frame thecall everytime21.Call NSLwith a #validquestion(PIN)23.Talk/Hold +ACW bothin greenweekly28.Talk/Holdunder12:00weekly9.Checkbeneficiariesat least 10times29.ACWunder1:30weekly3.Schedule anadvicesession fora participant17.Submit aNIGO toIGO task(PIN)11.Calldocumentevery call22.RTC2.50%weekly5.Ask ClarifyingQuestionsregarding theclient’s need10.CompleteWeeklyCentricalTraining4.Completed2 differentStretches atyour desk19.Receivea WOW!Alert8.Send aTIL inthe chat16.Complete afollow-up callto aparticipant(PIN)27.UNRunder5:00 minsweekly24.100%VOCweekly14.Use KE toresearchevery call18.Receive anunsolicitedVM fromparticipants26.VoicemailKudos12.SubmittedNon-ERISAform toprocessingfor customer

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