Submit aNIGO toIGO task(PIN)Schedule anadvicesession fora participantReceivea WOW!Alert1VoicemailKudosCalldocumentevery callduring theweekAsk aboutoutside assetsbringing upinvestmentmixToday ILearnedCheckBeneficiariesat least 10times duringthe dayVOC >TeamClarkweeklyComplete 2differentstretches atyour deskSubmit aValid RICReferralACWunder1:15weeklyTeam metgoal under12:00 AHTCall NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweeklyParticipatein theBingoGameRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromParticipantUNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adaySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerTeammet goalabove2.50% RTCSubmit aNIGO toIGO task(PIN)Schedule anadvicesession fora participantReceivea WOW!Alert1VoicemailKudosCalldocumentevery callduring theweekAsk aboutoutside assetsbringing upinvestmentmixToday ILearnedCheckBeneficiariesat least 10times duringthe dayVOC >TeamClarkweeklyComplete 2differentstretches atyour deskSubmit aValid RICReferralACWunder1:15weeklyTeam metgoal under12:00 AHTCall NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweeklyParticipatein theBingoGameRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromParticipantUNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adaySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerTeammet goalabove2.50% RTC

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