Bringsuccessfulresolution toa personnelsituationHad a careerdevelopmentconversationwith ateam member.Take overa file foranotherTM1 Teammember getsa NPSPromotersurvey3 or morerepresentativesgotat least 2referralsin a week.Wrote ahandwrittennote toa teammember.De-escalate atelephonecallHave a teammembercomplete amemorablemoments cardweeklyHave 1 teammemberobtain aPRP badgeHave a teammemberretain apolicy/accountWalked thefloor atleast once aweekduring themonth.Team membersuccessfullycomplete ahigh valuehome NBOHave 1/2 ofyour teamobtain a hottransfer tolifeEveryone onyour team hittheir adherencegoal 1 dayduring themonth2 representativesincreased theirACEscore by 5% fromprevious month1 representativepresented on atopic they excelinduring a teammeeting/huddle.CompleteIDP Taskduring themonthComplete anengagementexerciseduring ahuddleObtainCEU Creditduring themonthEach teammemberquoting aPUPOne of theirteam membersenrolls anaccount onStreet SmartHave 1/2 ofyour teamobtain a SVsaleNo backlogover 2weeks forany teammemberSend aBravo to ateammemberBringsuccessfulresolution toa personnelsituationHad a careerdevelopmentconversationwith ateam member.Take overa file foranotherTM1 Teammember getsa NPSPromotersurvey3 or morerepresentativesgotat least 2referralsin a week.Wrote ahandwrittennote toa teammember.De-escalate atelephonecallHave a teammembercomplete amemorablemoments cardweeklyHave 1 teammemberobtain aPRP badgeHave a teammemberretain apolicy/accountWalked thefloor atleast once aweekduring themonth.Team membersuccessfullycomplete ahigh valuehome NBOHave 1/2 ofyour teamobtain a hottransfer tolifeEveryone onyour team hittheir adherencegoal 1 dayduring themonth2 representativesincreased theirACEscore by 5% fromprevious month1 representativepresented on atopic they excelinduring a teammeeting/huddle.CompleteIDP Taskduring themonthComplete anengagementexerciseduring ahuddleObtainCEU Creditduring themonthEach teammemberquoting aPUPOne of theirteam membersenrolls anaccount onStreet SmartHave 1/2 ofyour teamobtain a SVsaleNo backlogover 2weeks forany teammemberSend aBravo to ateammember

Regional TM Engagement Bingo -September - 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. Bring successful resolution to a personnel situation
  2. Had a career development conversation with a team member.
  3. Take over a file for another TM
  4. 1 Team member gets a NPS Promoter survey
  5. 3 or more representatives got at least 2 referrals in a week.
  6. Wrote a handwritten note to a team member.
  7. De-escalate a telephone call
  8. Have a team member complete a memorable moments card weekly
  9. Have 1 team member obtain a PRP badge
  10. Have a team member retain a policy/account
  11. Walked the floor at least once a week during the month.
  12. Team member successfully complete a high value home NBO
  13. Have 1/2 of your team obtain a hot transfer to life
  14. Everyone on your team hit their adherence goal 1 day during the month
  15. 2 representatives increased their ACE score by 5% from previous month
  16. 1 representative presented on a topic they excel in during a team meeting/huddle.
  17. Complete IDP Task during the month
  18. Complete an engagement exercise during a huddle
  19. Obtain CEU Credit during the month
  20. Each team member quoting a PUP
  21. One of their team members enrolls an account on Street Smart
  22. Have 1/2 of your team obtain a SV sale
  23. No backlog over 2 weeks for any team member
  24. Send a Bravo to a team member