26.VoicemailKudos14.Use KE toresearchevery call28.Talk/Holdunder12:00weekly12.SubmittedNon-ERISAform toprocessingfor customer29.ACWunder1:30weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)7.Shadow aTIAA/Nuveencolleague16.Complete afollow-up callto aparticipant(PIN)6.Frame thecall everytime20.Respond to achat/questionfrom acolleague10.CompleteWeeklyCentricalTraining15.Become amember/Participatein a BRG2.Send aRII to aparticipant(PIN)3.Schedule anadvicesession fora participant13.Demonstrateactivelisteningskills onevery call22.RTC2.50%weekly24.100%VOCweekly5.Ask ClarifyingQuestionsregarding theclient’s need23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times19.Receivea WOW!Alert27.UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day4.Completed2 differentStretches atyour desk21.Call NSLwith a #validquestion(PIN)8.Send aTIL inthe chat11.Calldocumentevery call17.Submit aNIGO toIGO task(PIN)18.Receive anunsolicitedVM fromparticipants25.QIR90%+weekly26.VoicemailKudos14.Use KE toresearchevery call28.Talk/Holdunder12:00weekly12.SubmittedNon-ERISAform toprocessingfor customer29.ACWunder1:30weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)7.Shadow aTIAA/Nuveencolleague16.Complete afollow-up callto aparticipant(PIN)6.Frame thecall everytime20.Respond to achat/questionfrom acolleague10.CompleteWeeklyCentricalTraining15.Become amember/Participatein a BRG2.Send aRII to aparticipant(PIN)3.Schedule anadvicesession fora participant13.Demonstrateactivelisteningskills onevery call22.RTC2.50%weekly24.100%VOCweekly5.Ask ClarifyingQuestionsregarding theclient’s need23.Talk/Hold +ACW bothin greenweekly9.Checkbeneficiariesat least 10times19.Receivea WOW!Alert27.UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day4.Completed2 differentStretches atyour desk21.Call NSLwith a #validquestion(PIN)8.Send aTIL inthe chat11.Calldocumentevery call17.Submit aNIGO toIGO task(PIN)18.Receive anunsolicitedVM fromparticipants25.QIR90%+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. Voicemail Kudos
    26.
  2. Use KE to research every call
    14.
  3. Talk/Hold under 12:00 weekly
    28.
  4. Submitted Non-ERISA form to processing for customer
    12.
  5. ACW under 1:30 weekly
    29.
  6. Ask about Outside Assets 5 Times during the day(PIN)
    1.
  7. Shadow a TIAA/Nuveen colleague
    7.
  8. Complete a follow-up call to a participant (PIN)
    16.
  9. Frame the call every time
    6.
  10. Respond to a chat/question from a colleague
    20.
  11. Complete Weekly Centrical Training
    10.
  12. Become a member/Participate in a BRG
    15.
  13. Send a RII to a participant (PIN)
    2.
  14. Schedule an advice session for a participant
    3.
  15. Demonstrate active listening skills on every call
    13.
  16. RTC 2.50% weekly
    22.
  17. 100% VOC weekly
    24.
  18. Ask Clarifying Questions regarding the client’s need
    5.
  19. Talk/Hold + ACW both in green weekly
    23.
  20. Check beneficiaries at least 10 times
    9.
  21. Receive a WOW! Alert
    19.
  22. UNR under 5:00 mins weekly
    27.
  23. Ask about Outside Assets 5 Times during the day
  24. Completed 2 different Stretches at your desk
    4.
  25. Call NSL with a #valid question (PIN)
    21.
  26. Send a TIL in the chat
    8.
  27. Call document every call
    11.
  28. Submit a NIGO to IGO task (PIN)
    17.
  29. Receive an unsolicited VM from participants
    18.
  30. QIR 90%+ weekly
    25.