Ask aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTAsk aboutOutsideAssets 5Times duringthe day (PIN)F9 NCCRetirementIncome Planningdocument 3times during adayToday ILearnedComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromParticipantReceivea WOW!AlertTeammet goalabove2.50% RTC1VoicemailKudosACWunder1:15weeklySchedule anadvicesession fora participantCheckBeneficiariesat least 10times duringthe daySubmit aValid RICReferralTeam RTC> TeamRockwellweeklySubmit aNIGO toIGO task(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerVOC >TeamClarkweeklyParticipatein theBingoGameRespond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyCall NSLwith a #validquestion(PIN)Complete 2differentstretches atyour deskCalldocumentevery callduring theweekAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTAsk aboutOutsideAssets 5Times duringthe day (PIN)F9 NCCRetirementIncome Planningdocument 3times during adayToday ILearnedComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromParticipantReceivea WOW!AlertTeammet goalabove2.50% RTC1VoicemailKudosACWunder1:15weeklySchedule anadvicesession fora participantCheckBeneficiariesat least 10times duringthe daySubmit aValid RICReferralTeam RTC> TeamRockwellweeklySubmit aNIGO toIGO task(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerVOC >TeamClarkweeklyParticipatein theBingoGameRespond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyCall NSLwith a #validquestion(PIN)Complete 2differentstretches atyour deskCalldocumentevery callduring theweek

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