ACWunder1:30weeklyUse KE toresearchevery callCompleted2 differentStretches atyour deskReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantTalk/Holdunder12:00weeklySubmit aNIGO toIGO task(PIN)100%VOCweeklySubmittedNon-ERISAform toprocessingfor customerSend aRII to aparticipant(PIN)Ask ClarifyingQuestionsregarding theclient’s needRTC2.50%weeklyVoicemailKudosAsk aboutOutsideAssets 5Times duringthe day(PIN)Receive anunsolicitedVM fromparticipantsComplete afollow-up callto aparticipant(PIN)Demonstrateactivelisteningskills onevery callTalk/Hold +ACW bothin greenweeklyCalldocumentevery callCompleteWeeklyCentricalTrainingRespond to achat/questionfrom acolleagueCheckbeneficiariesat least 10timesFrame thecall everytimeAsk aboutOutsideAssets 5Times duringthe dayBecome amember/Participatein a BRGUNRunder5:00 minsweeklyShadow aTIAA/NuveencolleagueSend aTIL inthe chatQIR90%+weeklyACWunder1:30weeklyUse KE toresearchevery callCompleted2 differentStretches atyour deskReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantTalk/Holdunder12:00weeklySubmit aNIGO toIGO task(PIN)100%VOCweeklySubmittedNon-ERISAform toprocessingfor customerSend aRII to aparticipant(PIN)Ask ClarifyingQuestionsregarding theclient’s needRTC2.50%weeklyVoicemailKudosAsk aboutOutsideAssets 5Times duringthe day(PIN)Receive anunsolicitedVM fromparticipantsComplete afollow-up callto aparticipant(PIN)Demonstrateactivelisteningskills onevery callTalk/Hold +ACW bothin greenweeklyCalldocumentevery callCompleteWeeklyCentricalTrainingRespond to achat/questionfrom acolleagueCheckbeneficiariesat least 10timesFrame thecall everytimeAsk aboutOutsideAssets 5Times duringthe dayBecome amember/Participatein a BRGUNRunder5:00 minsweeklyShadow aTIAA/NuveencolleagueSend aTIL inthe chatQIR90%+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. ACW under 1:30 weekly
  2. Use KE to research every call
  3. Completed 2 different Stretches at your desk
  4. Receive a WOW! Alert
  5. Call NSL with a #valid question (PIN)
  6. Schedule an advice session for a participant
  7. Talk/Hold under 12:00 weekly
  8. Submit a NIGO to IGO task (PIN)
  9. 100% VOC weekly
  10. Submitted Non-ERISA form to processing for customer
  11. Send a RII to a participant (PIN)
  12. Ask Clarifying Questions regarding the client’s need
  13. RTC 2.50% weekly
  14. Voicemail Kudos
  15. Ask about Outside Assets 5 Times during the day(PIN)
  16. Receive an unsolicited VM from participants
  17. Complete a follow-up call to a participant (PIN)
  18. Demonstrate active listening skills on every call
  19. Talk/Hold + ACW both in green weekly
  20. Call document every call
  21. Complete Weekly Centrical Training
  22. Respond to a chat/question from a colleague
  23. Check beneficiaries at least 10 times
  24. Frame the call every time
  25. Ask about Outside Assets 5 Times during the day
  26. Become a member/Participate in a BRG
  27. UNR under 5:00 mins weekly
  28. Shadow a TIAA/Nuveen colleague
  29. Send a TIL in the chat
  30. QIR 90%+ weekly