Completed2 differentStretches atyour deskComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chatReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Shadow aTIAA/NuveencolleagueDemonstrateactivelisteningskills onevery callRTC2.50%weeklyCalldocumentevery callFrame thecall everytimeSchedule anadvicesession fora participantACWunder1:30weeklyTalk/Hold +ACW bothin greenweeklySubmittedNon-ERISAform toprocessingfor customerBecome amember/Participatein a BRGAsk aboutOutsideAssets 5Times duringthe day(PIN)Talk/Holdunder12:00weeklyUNRunder5:00 minsweeklyRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipantsAsk aboutOutsideAssets 5Times duringthe daySubmit aNIGO toIGO task(PIN)Use KE toresearchevery callQIR90%+weekly100%VOCweeklySend aRII to aparticipant(PIN)CompleteWeeklyCentricalTrainingCheckbeneficiariesat least 10timesAsk ClarifyingQuestionsregarding theclient’s needVoicemailKudosCompleted2 differentStretches atyour deskComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chatReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Shadow aTIAA/NuveencolleagueDemonstrateactivelisteningskills onevery callRTC2.50%weeklyCalldocumentevery callFrame thecall everytimeSchedule anadvicesession fora participantACWunder1:30weeklyTalk/Hold +ACW bothin greenweeklySubmittedNon-ERISAform toprocessingfor customerBecome amember/Participatein a BRGAsk aboutOutsideAssets 5Times duringthe day(PIN)Talk/Holdunder12:00weeklyUNRunder5:00 minsweeklyRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipantsAsk aboutOutsideAssets 5Times duringthe daySubmit aNIGO toIGO task(PIN)Use KE toresearchevery callQIR90%+weekly100%VOCweeklySend aRII to aparticipant(PIN)CompleteWeeklyCentricalTrainingCheckbeneficiariesat least 10timesAsk ClarifyingQuestionsregarding theclient’s needVoicemailKudos

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