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