Complete afollow-up callto aparticipant(PIN)Schedule anadvicesession fora participantUNRunder5:00 minsweeklySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerTeam RTC> TeamRockwellweeklyToday ILearnedReceivea WOW!AlertAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTCalldocumentevery callduring theweekVOC >TeamClarkweeklyACWunder1:15weeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)CheckBeneficiariesat least 10times duringthe dayParticipatein theBingoGameSubmit aValid RICReferralSubmit aNIGO toIGO task(PIN)Teammet goalabove2.50% RTCCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayRespond to achat/questionfrom acolleague1VoicemailKudosComplete 2differentstretches atyour deskReceive anunsolicitedVM fromParticipantComplete afollow-up callto aparticipant(PIN)Schedule anadvicesession fora participantUNRunder5:00 minsweeklySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerTeam RTC> TeamRockwellweeklyToday ILearnedReceivea WOW!AlertAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTCalldocumentevery callduring theweekVOC >TeamClarkweeklyACWunder1:15weeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)CheckBeneficiariesat least 10times duringthe dayParticipatein theBingoGameSubmit aValid RICReferralSubmit aNIGO toIGO task(PIN)Teammet goalabove2.50% RTCCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayRespond to achat/questionfrom acolleague1VoicemailKudosComplete 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. Complete a follow-up call to a participant (PIN)
  2. Schedule an advice session for a participant
  3. UNR under 5:00 mins weekly
  4. Submitted Non-ERISA Form(Blue NCC button) to processing for customer
  5. Team RTC > Team Rockwell weekly
  6. Today I Learned
  7. Receive a WOW! Alert
  8. Ask about outside assets bringing up investment mix
  9. Team met goal under 12:00 AHT
  10. Call document every call during the week
  11. VOC > Team Clark weekly
  12. ACW under 1:15 weekly
  13. Ask about Outside Assets 5 Times during the day (PIN)
  14. Check Beneficiaries at least 10 times during the day
  15. Participate in the Bingo Game
  16. Submit a Valid RIC Referral
  17. Submit a NIGO to IGO task (PIN)
  18. Team met goal above 2.50% RTC
  19. Call NSL with a #valid question (PIN)
  20. F9 NCC Retirement Income Planning document 3 times during a day
  21. Respond to a chat/question from a colleague
  22. 1 Voicemail Kudos
  23. Complete 2 different stretches at your desk
  24. Receive an unsolicited VM from Participant