Ask aboutOutsideAssets 5Times duringthe day23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly6.Frame thecall everytime12.SubmittedNon-ERISAform toprocessingfor customer24.100%VOCweekly13.Demonstrateactivelisteningskills onevery call17.Submit aNIGO toIGO task(PIN)10.CompleteWeeklyCentricalTraining2.Send aRII to aparticipant(PIN)7.Shadow aTIAA/Nuveencolleague9.Checkbeneficiariesat least 10times29.ACWunder1:30weekly3.Schedule anadvicesession fora participant28.Talk/Holdunder12:00weekly4.Completed2 differentStretches atyour desk16.Complete afollow-up callto aparticipant(PIN)19.Receivea WOW!Alert18.Receive anunsolicitedVM fromparticipants15.Become amember/Participatein a BRG26.VoicemailKudos20.Respond to achat/questionfrom acolleague1.Ask aboutOutsideAssets 5Times duringthe day(PIN)14.Use KE toresearchevery call27.UNRunder5:00 minsweekly25.QIR90%+weekly11.Calldocumentevery call21.Call NSLwith a #validquestion(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need8.Send aTIL inthe chatAsk aboutOutsideAssets 5Times duringthe day23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly6.Frame thecall everytime12.SubmittedNon-ERISAform toprocessingfor customer24.100%VOCweekly13.Demonstrateactivelisteningskills onevery call17.Submit aNIGO toIGO task(PIN)10.CompleteWeeklyCentricalTraining2.Send aRII to aparticipant(PIN)7.Shadow aTIAA/Nuveencolleague9.Checkbeneficiariesat least 10times29.ACWunder1:30weekly3.Schedule anadvicesession fora participant28.Talk/Holdunder12:00weekly4.Completed2 differentStretches atyour desk16.Complete afollow-up callto aparticipant(PIN)19.Receivea WOW!Alert18.Receive anunsolicitedVM fromparticipants15.Become amember/Participatein a BRG26.VoicemailKudos20.Respond to achat/questionfrom acolleague1.Ask aboutOutsideAssets 5Times duringthe day(PIN)14.Use KE toresearchevery call27.UNRunder5:00 minsweekly25.QIR90%+weekly11.Calldocumentevery call21.Call NSLwith a #validquestion(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need8.Send aTIL inthe chat

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