Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerSubmit aValid RICReferralTeam metgoal under12:00 AHTReceivea WOW!AlertTeam RTC> TeamRockwellweeklyComplete afollow-up callto aparticipant(PIN)Participatein theBingoGameAsk aboutoutside assetsbringing upinvestmentmixSchedule anadvicesession fora participantCalldocumentevery callduring theweekRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)Submit aNIGO toIGO task(PIN)VOC >TeamClarkweeklyComplete 2differentstretches atyour deskReceive anunsolicitedVM fromParticipantF9 NCCRetirementIncome Planningdocument 3times during aday1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyACWunder1:15weeklyToday ILearnedTeammet goalabove2.50% RTCCheckBeneficiariesat least 10times duringthe daySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerSubmit aValid RICReferralTeam metgoal under12:00 AHTReceivea WOW!AlertTeam RTC> TeamRockwellweeklyComplete afollow-up callto aparticipant(PIN)Participatein theBingoGameAsk aboutoutside assetsbringing upinvestmentmixSchedule anadvicesession fora participantCalldocumentevery callduring theweekRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)Submit aNIGO toIGO task(PIN)VOC >TeamClarkweeklyComplete 2differentstretches atyour deskReceive anunsolicitedVM fromParticipantF9 NCCRetirementIncome Planningdocument 3times during aday1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyACWunder1:15weeklyToday ILearnedTeammet goalabove2.50% RTCCheckBeneficiariesat least 10times duringthe day

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