Today ILearnedReceivea WOW!AlertSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomer1VoicemailKudosReceive anunsolicitedVM fromParticipantCheckBeneficiariesat least 10times duringthe dayRespond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)Calldocumentevery callduring theweekACWunder1:15weeklyTeam RTC> TeamRockwellweeklyUNRunder5:00 minsweeklyAsk aboutoutside assetsbringing upinvestmentmixComplete 2differentstretches atyour deskParticipatein theBingoGameTeam metgoal under12:00 AHTSubmit aValid RICReferralF9 NCCRetirementIncome Planningdocument 3times during adayComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantTeammet goalabove2.50% RTCVOC >TeamClarkweeklyToday ILearnedReceivea WOW!AlertSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomer1VoicemailKudosReceive anunsolicitedVM fromParticipantCheckBeneficiariesat least 10times duringthe dayRespond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)Calldocumentevery callduring theweekACWunder1:15weeklyTeam RTC> TeamRockwellweeklyUNRunder5:00 minsweeklyAsk aboutoutside assetsbringing upinvestmentmixComplete 2differentstretches atyour deskParticipatein theBingoGameTeam metgoal under12:00 AHTSubmit aValid RICReferralF9 NCCRetirementIncome Planningdocument 3times during adayComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantTeammet goalabove2.50% RTCVOC >TeamClarkweekly

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