RTC2.50%weeklyAsk ClarifyingQuestionsregarding theclient’s needCalldocumentevery callUse KE toresearchevery callReceivea WOW!AlertFrame thecall everytime100%VOCweeklyShadow aTIAA/NuveencolleagueAsk aboutOutsideAssets 5Times duringthe day(PIN)Talk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGComplete afollow-up callto aparticipant(PIN)SubmittedNon-ERISAform toprocessingfor customerCall NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskSubmit aNIGO toIGO task(PIN)Send aTIL inthe chatQIR90%+weeklyRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantCompleteWeeklyCentricalTrainingTalk/Holdunder12:00weeklyDemonstrateactivelisteningskills onevery callReceive anunsolicitedVM fromparticipantsUNRunder5:00 minsweeklyCheckbeneficiariesat least 10timesSend aRII to aparticipant(PIN)Ask aboutOutsideAssets 5Times duringthe dayVoicemailKudosACWunder1:30weeklyRTC2.50%weeklyAsk ClarifyingQuestionsregarding theclient’s needCalldocumentevery callUse KE toresearchevery callReceivea WOW!AlertFrame thecall everytime100%VOCweeklyShadow aTIAA/NuveencolleagueAsk aboutOutsideAssets 5Times duringthe day(PIN)Talk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGComplete afollow-up callto aparticipant(PIN)SubmittedNon-ERISAform toprocessingfor customerCall NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskSubmit aNIGO toIGO task(PIN)Send aTIL inthe chatQIR90%+weeklyRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantCompleteWeeklyCentricalTrainingTalk/Holdunder12:00weeklyDemonstrateactivelisteningskills onevery callReceive anunsolicitedVM fromparticipantsUNRunder5:00 minsweeklyCheckbeneficiariesat least 10timesSend aRII to aparticipant(PIN)Ask aboutOutsideAssets 5Times duringthe dayVoicemailKudosACWunder1:30weekly

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