Send aRII to aparticipant(PIN)Send aTIL inthe chat100%VOCweeklyUNRunder5:00 minsweeklyReceivea WOW!AlertCalldocumentevery callSubmittedNon-ERISAform toprocessingfor customerAsk ClarifyingQuestionsregarding theclient’s needAsk aboutOutsideAssets 5Times duringthe daySchedule anadvicesession fora participantVoicemailKudosACWunder1:30weeklyCompleted2 differentStretches atyour deskUse KE toresearchevery callComplete afollow-up callto aparticipant(PIN)Become amember/Participatein a BRGTalk/Holdunder12:00weeklyFrame thecall everytimeQIR90%+weeklyRTC2.50%weeklyAsk aboutOutsideAssets 5Times duringthe day(PIN)Shadow aTIAA/NuveencolleagueCompleteWeeklyCentricalTrainingCall NSLwith a #validquestion(PIN)Respond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipantsCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Demonstrateactivelisteningskills onevery callTalk/Hold +ACW bothin greenweeklySend aRII to aparticipant(PIN)Send aTIL inthe chat100%VOCweeklyUNRunder5:00 minsweeklyReceivea WOW!AlertCalldocumentevery callSubmittedNon-ERISAform toprocessingfor customerAsk ClarifyingQuestionsregarding theclient’s needAsk aboutOutsideAssets 5Times duringthe daySchedule anadvicesession fora participantVoicemailKudosACWunder1:30weeklyCompleted2 differentStretches atyour deskUse KE toresearchevery callComplete afollow-up callto aparticipant(PIN)Become amember/Participatein a BRGTalk/Holdunder12:00weeklyFrame thecall everytimeQIR90%+weeklyRTC2.50%weeklyAsk aboutOutsideAssets 5Times duringthe day(PIN)Shadow aTIAA/NuveencolleagueCompleteWeeklyCentricalTrainingCall NSLwith a #validquestion(PIN)Respond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipantsCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Demonstrateactivelisteningskills onevery callTalk/Hold +ACW bothin greenweekly

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