VerbalW-9NB workitemmadefrom a callCancelleda policyOwner andProducerboth onthe callBackOffice ison the lineTransferto SuitAskingwhere tosend inthe fundsAskingabout thestatus ofthe transferPOApolicyFree!Transferto SalesSearch fora policyusing anSSNFollow upcallrequestedTransfertoAgencyMorganStanleyHave acaller jointhe callCallingabout theACHpaymentUpdatingOwnerinformationAsked"Have youreceivedthe check"HybridProcedureshelf gemwas usedChange/updatethe BeneficiaryHelplinehelpsyouIgnoreCVF forBeneficiaryDeathClaimIssue apolicyIgnore theTVF forbeneficiaryReceivepraisefrom acallerTransferto theCCCWellsFargoExplainthe Reg60ProcessCallingabout aproducererrorIssuedpolicyAddSuspenseJPMorganChaseMerrillLynchPolicyReissuerequestVerbalW-9NB workitemmadefrom a callCancelleda policyOwner andProducerboth onthe callBackOffice ison the lineTransferto SuitAskingwhere tosend inthe fundsAskingabout thestatus ofthe transferPOApolicyFree!Transferto SalesSearch fora policyusing anSSNFollow upcallrequestedTransfertoAgencyMorganStanleyHave acaller jointhe callCallingabout theACHpaymentUpdatingOwnerinformationAsked"Have youreceivedthe check"HybridProcedureshelf gemwas usedChange/updatethe BeneficiaryHelplinehelpsyouIgnoreCVF forBeneficiaryDeathClaimIssue apolicyIgnore theTVF forbeneficiaryReceivepraisefrom acallerTransferto theCCCWellsFargoExplainthe Reg60ProcessCallingabout aproducererrorIssuedpolicyAddSuspenseJPMorganChaseMerrillLynchPolicyReissuerequest

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. Verbal W-9
  2. NB work item made from a call
  3. Cancelled a policy
  4. Owner and Producer both on the call
  5. Back Office is on the line
  6. Transfer to Suit
  7. Asking where to send in the funds
  8. Asking about the status of the transfer
  9. POA policy
  10. Free!
  11. Transfer to Sales
  12. Search for a policy using an SSN
  13. Follow up call requested
  14. Transfer to Agency
  15. Morgan Stanley
  16. Have a caller join the call
  17. Calling about the ACH payment
  18. Updating Owner information
  19. Asked "Have you received the check"
  20. Hybrid Procedure shelf gem was used
  21. Change/update the Beneficiary
  22. Helpline helps you
  23. Ignore CVF for Beneficiary
  24. Death Claim
  25. Issue a policy
  26. Ignore the TVF for beneficiary
  27. Receive praise from a caller
  28. Transfer to the CCC
  29. Wells Fargo
  30. Explain the Reg 60 Process
  31. Calling about a producer error
  32. Issued policy
  33. Add Suspense
  34. JP Morgan Chase
  35. Merrill Lynch Policy
  36. Reissue request