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