Ask aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)1VoicemailKudosCheckBeneficiariesat least 10times duringthe dayTeam metgoal under12:00 AHTSchedule anadvicesession fora participantACWunder1:15weeklyParticipatein theBingoGameTeam RTC> TeamRockwellweeklyToday ILearnedUNRunder5:00 minsweeklyRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCalldocumentevery callduring theweekSubmit aValid RICReferralVOC >TeamClarkweeklyReceivea WOW!AlertTeammet goalabove2.50% RTCSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerComplete 2differentstretches atyour deskReceive anunsolicitedVM fromParticipantAsk aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)1VoicemailKudosCheckBeneficiariesat least 10times duringthe dayTeam metgoal under12:00 AHTSchedule anadvicesession fora participantACWunder1:15weeklyParticipatein theBingoGameTeam RTC> TeamRockwellweeklyToday ILearnedUNRunder5:00 minsweeklyRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCalldocumentevery callduring theweekSubmit aValid RICReferralVOC >TeamClarkweeklyReceivea WOW!AlertTeammet goalabove2.50% RTCSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerComplete 2differentstretches atyour deskReceive anunsolicitedVM fromParticipant

TEAM WELLS - 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. Ask about outside assets bringing up investment mix
  2. Complete a follow-up call to a participant (PIN)
  3. 1 Voicemail Kudos
  4. Check Beneficiaries at least 10 times during the day
  5. Team met goal under 12:00 AHT
  6. Schedule an advice session for a participant
  7. ACW under 1:15 weekly
  8. Participate in the Bingo Game
  9. Team RTC > Team Rockwell weekly
  10. Today I Learned
  11. UNR under 5:00 mins weekly
  12. Respond to a chat/question from a colleague
  13. Call NSL with a #valid question (PIN)
  14. F9 NCC Retirement Income Planning document 3 times during a day
  15. Call document every call during the week
  16. Submit a Valid RIC Referral
  17. VOC > Team Clark weekly
  18. Receive a WOW! Alert
  19. Team met goal above 2.50% RTC
  20. Submit a NIGO to IGO task (PIN)
  21. Ask about Outside Assets 5 Times during the day (PIN)
  22. Submitted Non-ERISA Form(Blue NCC button) to processing for customer
  23. Complete 2 different stretches at your desk
  24. Receive an unsolicited VM from Participant