Shadow aTIAA/NuveencolleagueSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day(PIN)Calldocumentevery callReceivea WOW!AlertRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Use KE toresearchevery callACWunder1:30weeklyCompleted2 differentStretches atyour deskAsk ClarifyingQuestionsregarding theclient’s needCompleteWeeklyCentricalTrainingFrame thecall everytimeSubmittedNon-ERISAform toprocessingfor customerTalk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGReceive anunsolicitedVM fromparticipantsCall NSLwith a #validquestion(PIN)100%VOCweeklyRTC2.50%weeklySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe dayVoicemailKudosDemonstrateactivelisteningskills onevery callCheckbeneficiariesat least 10timesSend aTIL inthe chatSchedule anadvicesession fora participantTalk/Holdunder12:00weeklyQIR90%+weeklyShadow aTIAA/NuveencolleagueSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day(PIN)Calldocumentevery callReceivea WOW!AlertRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Use KE toresearchevery callACWunder1:30weeklyCompleted2 differentStretches atyour deskAsk ClarifyingQuestionsregarding theclient’s needCompleteWeeklyCentricalTrainingFrame thecall everytimeSubmittedNon-ERISAform toprocessingfor customerTalk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGReceive anunsolicitedVM fromparticipantsCall NSLwith a #validquestion(PIN)100%VOCweeklyRTC2.50%weeklySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe dayVoicemailKudosDemonstrateactivelisteningskills onevery callCheckbeneficiariesat least 10timesSend aTIL inthe chatSchedule anadvicesession fora participantTalk/Holdunder12:00weeklyQIR90%+weekly

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