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