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