Verbal W-9 Add Suspense Back Office is on the line Ignore the TVF for beneficiary JP Morgan Chase Search for a policy using an SSN Wells Fargo Follow up call requested Hybrid Procedure shelf gem was used Calling about a producer error Reissue request Calling about the ACH payment Issued policy Change/update the Beneficiary Morgan Stanley Helpline helps you Explain the Reg 60 Process Have a caller join the call Owner and Producer both on the call Transfer to Agency NB work item made from a call Cancelled a policy Asking about the status of the transfer Updating Owner information POA policy Issue a policy Verbal W-9 Add Suspense Back Office is on the line Ignore the TVF for beneficiary JP Morgan Chase Search for a policy using an SSN Wells Fargo Follow up call requested Hybrid Procedure shelf gem was used Calling about a producer error Reissue request Calling about the ACH payment Issued policy Change/update the Beneficiary Morgan Stanley Helpline helps you Explain the Reg 60 Process Have a caller join the call Owner and Producer both on the call Transfer to Agency NB work item made from a call Cancelled a policy Asking about the status of the transfer Updating Owner information POA policy Issue a policy
(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.
Verbal W-9
Add Suspense
Back Office is on the line
Ignore the TVF for beneficiary
JP Morgan Chase
Search for a policy using an SSN
Wells Fargo
Follow up call requested
Hybrid Procedure shelf gem was used
Calling about a producer error
Reissue request
Calling about the ACH payment
Issued policy
Change/update the Beneficiary
Morgan Stanley
Helpline helps you
Explain the Reg 60 Process
Have a caller join the call
Owner and Producer both on the call
Transfer to Agency
NB work item made from a call
Cancelled a policy
Asking about the status of the transfer
Updating Owner information
POA policy
Issue a policy