TransfertoAgencyOwner andProducerboth onthe callReissuerequestBackOffice ison the lineSearch fora policyusing anSSNJPMorganChaseChange/updatethe BeneficiaryCallingabout aproducererrorVerbalW-9Askingabout thestatus ofthe transferIgnore theTVF forbeneficiaryHybridProcedureshelf gemwas usedMorganStanleyHelplinehelpsyouPOApolicyNB workitemmadefrom a callWellsFargoUpdatingOwnerinformationAddSuspenseHave acaller jointhe callFollow upcallrequestedExplainthe Reg60ProcessIssuedpolicyIssue apolicyCallingabout theACHpaymentCancelleda policyTransfertoAgencyOwner andProducerboth onthe callReissuerequestBackOffice ison the lineSearch fora policyusing anSSNJPMorganChaseChange/updatethe BeneficiaryCallingabout aproducererrorVerbalW-9Askingabout thestatus ofthe transferIgnore theTVF forbeneficiaryHybridProcedureshelf gemwas usedMorganStanleyHelplinehelpsyouPOApolicyNB workitemmadefrom a callWellsFargoUpdatingOwnerinformationAddSuspenseHave acaller jointhe callFollow upcallrequestedExplainthe Reg60ProcessIssuedpolicyIssue apolicyCallingabout theACHpaymentCancelleda policy

Hybrid Bingo - 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. Transfer to Agency
  2. Owner and Producer both on the call
  3. Reissue request
  4. Back Office is on the line
  5. Search for a policy using an SSN
  6. JP Morgan Chase
  7. Change/update the Beneficiary
  8. Calling about a producer error
  9. Verbal W-9
  10. Asking about the status of the transfer
  11. Ignore the TVF for beneficiary
  12. Hybrid Procedure shelf gem was used
  13. Morgan Stanley
  14. Helpline helps you
  15. POA policy
  16. NB work item made from a call
  17. Wells Fargo
  18. Updating Owner information
  19. Add Suspense
  20. Have a caller join the call
  21. Follow up call requested
  22. Explain the Reg 60 Process
  23. Issued policy
  24. Issue a policy
  25. Calling about the ACH payment
  26. Cancelled a policy