UNRunder5:00 minsweeklyToday ILearnedComplete 2differentstretches atyour deskSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerSubmit aNIGO toIGO task(PIN)Participatein theBingoGameComplete afollow-up callto aparticipant(PIN)VOC >TeamClarkweeklyCall NSLwith a #validquestion(PIN)Team metgoal under12:00 AHTRespond to achat/questionfrom acolleagueF9 NCCRetirementIncome Planningdocument 3times during adaySchedule anadvicesession fora participantTeammet goalabove2.50% RTCReceive anunsolicitedVM fromParticipantAsk aboutOutsideAssets 5Times duringthe day (PIN)Team RTC> TeamRockwellweeklyAsk aboutoutside assetsbringing upinvestmentmixSubmit aValid RICReferralReceivea WOW!Alert1VoicemailKudosCalldocumentevery callduring theweekACWunder1:15weeklyCheckBeneficiariesat least 10times duringthe dayUNRunder5:00 minsweeklyToday ILearnedComplete 2differentstretches atyour deskSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerSubmit aNIGO toIGO task(PIN)Participatein theBingoGameComplete afollow-up callto aparticipant(PIN)VOC >TeamClarkweeklyCall NSLwith a #validquestion(PIN)Team metgoal under12:00 AHTRespond to achat/questionfrom acolleagueF9 NCCRetirementIncome Planningdocument 3times during adaySchedule anadvicesession fora participantTeammet goalabove2.50% RTCReceive anunsolicitedVM fromParticipantAsk aboutOutsideAssets 5Times duringthe day (PIN)Team RTC> TeamRockwellweeklyAsk aboutoutside assetsbringing upinvestmentmixSubmit aValid RICReferralReceivea WOW!Alert1VoicemailKudosCalldocumentevery callduring theweekACWunder1:15weeklyCheckBeneficiariesat least 10times duringthe day

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