Complete 2differentstretches atyour deskF9 NCCRetirementIncome Planningdocument 3times during adayCall NSLwith a #validquestion(PIN)Team metgoal under12:00 AHTSubmit aNIGO toIGO task(PIN)ACWunder1:15weeklyVOC >TeamClarkweekly1VoicemailKudosSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerParticipatein theBingoGameAsk aboutoutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekUNRunder5:00 minsweeklyComplete afollow-up callto aparticipant(PIN)CheckBeneficiariesat least 10times duringthe dayAsk aboutOutsideAssets 5Times duringthe day (PIN)Schedule anadvicesession fora participantTeammet goalabove2.50% RTCTeam RTC> TeamRockwellweeklyReceivea WOW!AlertSubmit aValid RICReferralRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromParticipantToday ILearnedComplete 2differentstretches atyour deskF9 NCCRetirementIncome Planningdocument 3times during adayCall NSLwith a #validquestion(PIN)Team metgoal under12:00 AHTSubmit aNIGO toIGO task(PIN)ACWunder1:15weeklyVOC >TeamClarkweekly1VoicemailKudosSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerParticipatein theBingoGameAsk aboutoutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekUNRunder5:00 minsweeklyComplete afollow-up callto aparticipant(PIN)CheckBeneficiariesat least 10times duringthe dayAsk aboutOutsideAssets 5Times duringthe day (PIN)Schedule anadvicesession fora participantTeammet goalabove2.50% RTCTeam RTC> TeamRockwellweeklyReceivea WOW!AlertSubmit aValid RICReferralRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromParticipantToday ILearned

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