11.Calldocumentevery call3.Schedule anadvicesession fora participant25.QIR90%+weekly16.Complete afollow-up callto aparticipant(PIN)29.ACWunder1:30weekly27.UNRunder5:00 minsweekly6.Frame thecall everytime5.Ask ClarifyingQuestionsregarding theclient’s need14.Use KE toresearchevery call17.Submit aNIGO toIGO task(PIN)19.Receivea WOW!Alert4.Completed2 differentStretches atyour desk18.Receive anunsolicitedVM fromparticipants13.Demonstrateactivelisteningskills onevery callAsk aboutOutsideAssets 5Times duringthe day15.Become amember/Participatein a BRG20.Respond to achat/questionfrom acolleague9.Checkbeneficiariesat least 10times28.Talk/Holdunder12:00weekly22.RTC2.50%weekly23.Talk/Hold +ACW bothin greenweekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos10.CompleteWeeklyCentricalTraining24.100%VOCweekly8.Send aTIL inthe chat12.SubmittedNon-ERISAform toprocessingfor customer2.Send aRII to aparticipant(PIN)7.Shadow aTIAA/Nuveencolleague11.Calldocumentevery call3.Schedule anadvicesession fora participant25.QIR90%+weekly16.Complete afollow-up callto aparticipant(PIN)29.ACWunder1:30weekly27.UNRunder5:00 minsweekly6.Frame thecall everytime5.Ask ClarifyingQuestionsregarding theclient’s need14.Use KE toresearchevery call17.Submit aNIGO toIGO task(PIN)19.Receivea WOW!Alert4.Completed2 differentStretches atyour desk18.Receive anunsolicitedVM fromparticipants13.Demonstrateactivelisteningskills onevery callAsk aboutOutsideAssets 5Times duringthe day15.Become amember/Participatein a BRG20.Respond to achat/questionfrom acolleague9.Checkbeneficiariesat least 10times28.Talk/Holdunder12:00weekly22.RTC2.50%weekly23.Talk/Hold +ACW bothin greenweekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos10.CompleteWeeklyCentricalTraining24.100%VOCweekly8.Send aTIL inthe chat12.SubmittedNon-ERISAform toprocessingfor customer2.Send aRII to aparticipant(PIN)7.Shadow aTIAA/Nuveencolleague

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