12.SubmittedNon-ERISAform toprocessingfor customer6.Frame thecall everytime27.UNRunder5:00 minsweekly23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times20.Respond to achat/questionfrom acolleague28.Talk/Holdunder12:00weekly29.ACWunder1:30weekly4.Completed2 differentStretches atyour desk25.QIR90%+weekly24.100%VOCweekly15.Become amember/Participatein a BRG3.Schedule anadvicesession fora participant22.RTC2.50%weekly26.VoicemailKudos8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants19.Receivea WOW!Alert11.Calldocumentevery callAsk aboutOutsideAssets 5Times duringthe day13.Demonstrateactivelisteningskills onevery call14.Use KE toresearchevery call16.Complete afollow-up callto aparticipant(PIN)2.Send aRII to aparticipant(PIN)10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)17.Submit aNIGO toIGO task(PIN)12.SubmittedNon-ERISAform toprocessingfor customer6.Frame thecall everytime27.UNRunder5:00 minsweekly23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times20.Respond to achat/questionfrom acolleague28.Talk/Holdunder12:00weekly29.ACWunder1:30weekly4.Completed2 differentStretches atyour desk25.QIR90%+weekly24.100%VOCweekly15.Become amember/Participatein a BRG3.Schedule anadvicesession fora participant22.RTC2.50%weekly26.VoicemailKudos8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants19.Receivea WOW!Alert11.Calldocumentevery callAsk aboutOutsideAssets 5Times duringthe day13.Demonstrateactivelisteningskills onevery call14.Use KE toresearchevery call16.Complete afollow-up callto aparticipant(PIN)2.Send aRII to aparticipant(PIN)10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)17.Submit aNIGO toIGO task(PIN)

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