Schedule anadvicesession fora participantACWunder1:15weeklyAsk aboutoutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueParticipatein theBingoGameSubmit aNIGO toIGO task(PIN)1VoicemailKudosCalldocumentevery callduring theweekSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerToday ILearnedComplete 2differentstretches atyour deskComplete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayAsk aboutOutsideAssets 5Times duringthe day (PIN)Call NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweeklyCheckBeneficiariesat least 10times duringthe dayReceive anunsolicitedVM fromParticipantReceivea WOW!AlertSubmit aValid RICReferralVOC >TeamClarkweeklyTeam metgoal under12:00 AHTUNRunder5:00 minsweeklyTeammet goalabove2.50% RTCSchedule anadvicesession fora participantACWunder1:15weeklyAsk aboutoutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueParticipatein theBingoGameSubmit aNIGO toIGO task(PIN)1VoicemailKudosCalldocumentevery callduring theweekSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerToday ILearnedComplete 2differentstretches atyour deskComplete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayAsk aboutOutsideAssets 5Times duringthe day (PIN)Call NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweeklyCheckBeneficiariesat least 10times duringthe dayReceive anunsolicitedVM fromParticipantReceivea WOW!AlertSubmit aValid RICReferralVOC >TeamClarkweeklyTeam metgoal under12:00 AHTUNRunder5:00 minsweeklyTeammet 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. Schedule an advice session for a participant
  2. ACW under 1:15 weekly
  3. Ask about outside assets bringing up investment mix
  4. Respond to a chat/question from a colleague
  5. Participate in the Bingo Game
  6. Submit a NIGO to IGO task (PIN)
  7. 1 Voicemail Kudos
  8. Call document every call during the week
  9. Submitted Non-ERISA Form(Blue NCC button) to processing for customer
  10. Today I Learned
  11. Complete 2 different stretches at your desk
  12. Complete a follow-up call to a participant (PIN)
  13. F9 NCC Retirement Income Planning document 3 times during a day
  14. Ask about Outside Assets 5 Times during the day (PIN)
  15. Call NSL with a #valid question (PIN)
  16. Team RTC > Team Rockwell weekly
  17. Check Beneficiaries at least 10 times during the day
  18. Receive an unsolicited VM from Participant
  19. Receive a WOW! Alert
  20. Submit a Valid RIC Referral
  21. VOC > Team Clark weekly
  22. Team met goal under 12:00 AHT
  23. UNR under 5:00 mins weekly
  24. Team met goal above 2.50% RTC