Explainthe Reg60ProcessNB workitemmadefrom a callVerbalW-9BackOffice ison the lineCallingabout aproducererrorChange/updatethe BeneficiaryAskingabout thestatus ofthe transferOwner andProducerboth onthe callCallingabout theACHpaymentTransfertoAgencyHelplinehelpsyouSearch fora policyusing anSSNIssue apolicyAddSuspenseHave acaller jointhe callMorganStanleyIgnore theTVF forbeneficiaryFollow upcallrequestedWellsFargoJPMorganChaseIssuedpolicyReissuerequestPOApolicyHybridProcedureshelf gemwas usedUpdatingOwnerinformationCancelleda policyExplainthe Reg60ProcessNB workitemmadefrom a callVerbalW-9BackOffice ison the lineCallingabout aproducererrorChange/updatethe BeneficiaryAskingabout thestatus ofthe transferOwner andProducerboth onthe callCallingabout theACHpaymentTransfertoAgencyHelplinehelpsyouSearch fora policyusing anSSNIssue apolicyAddSuspenseHave acaller jointhe callMorganStanleyIgnore theTVF forbeneficiaryFollow upcallrequestedWellsFargoJPMorganChaseIssuedpolicyReissuerequestPOApolicyHybridProcedureshelf gemwas usedUpdatingOwnerinformationCancelleda 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. Explain the Reg 60 Process
  2. NB work item made from a call
  3. Verbal W-9
  4. Back Office is on the line
  5. Calling about a producer error
  6. Change/update the Beneficiary
  7. Asking about the status of the transfer
  8. Owner and Producer both on the call
  9. Calling about the ACH payment
  10. Transfer to Agency
  11. Helpline helps you
  12. Search for a policy using an SSN
  13. Issue a policy
  14. Add Suspense
  15. Have a caller join the call
  16. Morgan Stanley
  17. Ignore the TVF for beneficiary
  18. Follow up call requested
  19. Wells Fargo
  20. JP Morgan Chase
  21. Issued policy
  22. Reissue request
  23. POA policy
  24. Hybrid Procedure shelf gem was used
  25. Updating Owner information
  26. Cancelled a policy