Receive anunsolicitedVM fromParticipantParticipatein theBingoGameSchedule anadvicesession fora participantTeam metgoal under12:00 AHTReceivea WOW!AlertComplete 2differentstretches atyour deskToday ILearnedComplete afollow-up callto aparticipant(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerCheckBeneficiariesat least 10times duringthe daySubmit aNIGO toIGO task(PIN)Respond to achat/questionfrom acolleagueCalldocumentevery callduring theweekTeammet goalabove2.50% RTC1VoicemailKudosACWunder1:15weeklyF9 NCCRetirementIncome Planningdocument 3times during adayVOC >TeamClarkweeklyAsk aboutoutside assetsbringing upinvestmentmixSubmit aValid RICReferralCall NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyTeam RTC> TeamRockwellweeklyReceive anunsolicitedVM fromParticipantParticipatein theBingoGameSchedule anadvicesession fora participantTeam metgoal under12:00 AHTReceivea WOW!AlertComplete 2differentstretches atyour deskToday ILearnedComplete afollow-up callto aparticipant(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerCheckBeneficiariesat least 10times duringthe daySubmit aNIGO toIGO task(PIN)Respond to achat/questionfrom acolleagueCalldocumentevery callduring theweekTeammet goalabove2.50% RTC1VoicemailKudosACWunder1:15weeklyF9 NCCRetirementIncome Planningdocument 3times during adayVOC >TeamClarkweeklyAsk aboutoutside assetsbringing upinvestmentmixSubmit aValid RICReferralCall NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyTeam RTC> TeamRockwellweekly

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