Receive anunsolicitedVM fromparticipantsUse KE toresearchevery callShadow aTIAA/NuveencolleagueACWunder1:30weeklyQIR90%+weeklyTalk/Holdunder12:00weeklyFrame thecall everytimeReceivea WOW!AlertBecome amember/Participatein a BRGCall NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe dayAsk aboutOutsideAssets 5Times duringthe day(PIN)SubmittedNon-ERISAform toprocessingfor customerSubmit aNIGO toIGO task(PIN)UNRunder5:00 minsweekly100%VOCweeklyRTC2.50%weeklyComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chatCompleted2 differentStretches atyour deskCalldocumentevery callSchedule anadvicesession fora participantSend aRII to aparticipant(PIN)Checkbeneficiariesat least 10timesCompleteWeeklyCentricalTrainingTalk/Hold +ACW bothin greenweeklyVoicemailKudosRespond to achat/questionfrom acolleagueAsk ClarifyingQuestionsregarding theclient’s needDemonstrateactivelisteningskills onevery callReceive anunsolicitedVM fromparticipantsUse KE toresearchevery callShadow aTIAA/NuveencolleagueACWunder1:30weeklyQIR90%+weeklyTalk/Holdunder12:00weeklyFrame thecall everytimeReceivea WOW!AlertBecome amember/Participatein a BRGCall NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe dayAsk aboutOutsideAssets 5Times duringthe day(PIN)SubmittedNon-ERISAform toprocessingfor customerSubmit aNIGO toIGO task(PIN)UNRunder5:00 minsweekly100%VOCweeklyRTC2.50%weeklyComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chatCompleted2 differentStretches atyour deskCalldocumentevery callSchedule anadvicesession fora participantSend aRII to aparticipant(PIN)Checkbeneficiariesat least 10timesCompleteWeeklyCentricalTrainingTalk/Hold +ACW bothin greenweeklyVoicemailKudosRespond to achat/questionfrom acolleagueAsk ClarifyingQuestionsregarding theclient’s needDemonstrateactivelisteningskills onevery call

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