Call NSLwith a #validquestion(PIN)QIR90%+weeklyCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Calldocumentevery callAsk aboutOutsideAssets 5Times duringthe dayUNRunder5:00 minsweeklySend aTIL inthe chatFrame thecall everytimeAsk aboutOutsideAssets 5Times duringthe day(PIN)Ask ClarifyingQuestionsregarding theclient’s needReceive anunsolicitedVM fromparticipantsReceivea WOW!AlertTalk/Holdunder12:00weeklyDemonstrateactivelisteningskills onevery callBecome amember/Participatein a BRG100%VOCweeklyCompleted2 differentStretches atyour deskSubmittedNon-ERISAform toprocessingfor customerRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)CompleteWeeklyCentricalTrainingSend aRII to aparticipant(PIN)Shadow aTIAA/NuveencolleagueRTC2.50%weeklyTalk/Hold +ACW bothin greenweeklyACWunder1:30weeklyUse KE toresearchevery callVoicemailKudosCall NSLwith a #validquestion(PIN)QIR90%+weeklyCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Calldocumentevery callAsk aboutOutsideAssets 5Times duringthe dayUNRunder5:00 minsweeklySend aTIL inthe chatFrame thecall everytimeAsk aboutOutsideAssets 5Times duringthe day(PIN)Ask ClarifyingQuestionsregarding theclient’s needReceive anunsolicitedVM fromparticipantsReceivea WOW!AlertTalk/Holdunder12:00weeklyDemonstrateactivelisteningskills onevery callBecome amember/Participatein a BRG100%VOCweeklyCompleted2 differentStretches atyour deskSubmittedNon-ERISAform toprocessingfor customerRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)CompleteWeeklyCentricalTrainingSend aRII to aparticipant(PIN)Shadow aTIAA/NuveencolleagueRTC2.50%weeklyTalk/Hold +ACW bothin greenweeklyACWunder1:30weeklyUse KE toresearchevery callVoicemailKudos

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