(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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Complete a follow-up call to a participant (PIN)
Shadow a TIAA/Nuveen colleague
Call document every call
Frame the call every time
Receive an unsolicited VM from participants
Demonstrate active listening skills on every call
Respond to a chat/question from a colleague
Submitted Non-ERISA form to processing for customer
ACW under 1:30 weekly
Schedule an advice session for a participant
Receive a WOW! Alert
RTC 2.50% weekly
100% VOC weekly
Talk/Hold + ACW both in green weekly
Ask about Outside Assets 5 Times during the day
Send a TIL in the chat
Use KE to research every call
UNR under 5:00 mins weekly
QIR 90%+ weekly
Voicemail Kudos
Check beneficiaries at least 10 times
Ask Clarifying Questions regarding the client’s need
Send a RII to a participant (PIN)
Ask about Outside Assets 5 Times during the day(PIN)
