6.Frame thecall everytime2.Send aRII to aparticipant(PIN)13.Demonstrateactivelisteningskills onevery call1.Ask aboutOutsideAssets 5Times duringthe day(PIN)24.100%VOCweekly20.Respond to achat/questionfrom acolleague21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos16.Complete afollow-up callto aparticipant(PIN)10.CompleteWeeklyCentricalTraining22.RTC2.50%weekly7.Shadow aTIAA/Nuveencolleague25.QIR90%+weekly11.Calldocumentevery call14.Use KE toresearchevery call4.Completed2 differentStretches atyour desk15.Become amember/Participatein a BRG8.Send aTIL inthe chat27.UNRunder5:00 minsweekly5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants28.Talk/Holdunder12:00weeklyAsk aboutOutsideAssets 5Times duringthe day17.Submit aNIGO toIGO task(PIN)3.Schedule anadvicesession fora participant29.ACWunder1:30weekly19.Receivea WOW!Alert12.SubmittedNon-ERISAform toprocessingfor customer23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times6.Frame thecall everytime2.Send aRII to aparticipant(PIN)13.Demonstrateactivelisteningskills onevery call1.Ask aboutOutsideAssets 5Times duringthe day(PIN)24.100%VOCweekly20.Respond to achat/questionfrom acolleague21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos16.Complete afollow-up callto aparticipant(PIN)10.CompleteWeeklyCentricalTraining22.RTC2.50%weekly7.Shadow aTIAA/Nuveencolleague25.QIR90%+weekly11.Calldocumentevery call14.Use KE toresearchevery call4.Completed2 differentStretches atyour desk15.Become amember/Participatein a BRG8.Send aTIL inthe chat27.UNRunder5:00 minsweekly5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants28.Talk/Holdunder12:00weeklyAsk aboutOutsideAssets 5Times duringthe day17.Submit aNIGO toIGO task(PIN)3.Schedule anadvicesession fora participant29.ACWunder1:30weekly19.Receivea WOW!Alert12.SubmittedNon-ERISAform toprocessingfor customer23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times

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