BackOffice ison the lineUpdatingOwnerinformationSearch fora policyusing anSSNIssue apolicyCallingabout aproducererrorIssuedpolicyFollow upcallrequestedCancelleda policyPOApolicyWellsFargoTransfertoAgencyVerbalW-9HelplinehelpsyouAskingabout thestatus ofthe transferHave acaller jointhe callJPMorganChaseReissuerequestHybridProcedureshelf gemwas usedCallingabout theACHpaymentChange/updatethe BeneficiaryAddSuspenseIgnore theTVF forbeneficiaryMorganStanleyNB workitemmadefrom a callOwner andProducerboth onthe callExplainthe Reg60ProcessBackOffice ison the lineUpdatingOwnerinformationSearch fora policyusing anSSNIssue apolicyCallingabout aproducererrorIssuedpolicyFollow upcallrequestedCancelleda policyPOApolicyWellsFargoTransfertoAgencyVerbalW-9HelplinehelpsyouAskingabout thestatus ofthe transferHave acaller jointhe callJPMorganChaseReissuerequestHybridProcedureshelf gemwas usedCallingabout theACHpaymentChange/updatethe BeneficiaryAddSuspenseIgnore theTVF forbeneficiaryMorganStanleyNB workitemmadefrom a callOwner andProducerboth onthe callExplainthe Reg60Process

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