Askingwhere tosend inthe fundsTransferto SalesVerbalW-9Have acaller jointhe callTransferto theCCCHelplinehelpsyouExplainthe Reg60ProcessCallingabout theACHpaymentPOApolicyOwner andProducerboth onthe callWellsFargoSearch fora policyusing anSSNAskingabout thestatus ofthe transferAddSuspenseReissuerequestIgnore theTVF forbeneficiaryReceivepraisefrom acallerTransferto SuitCancelleda policyIgnoreCVF forBeneficiaryMerrillLynchPolicyAsked"Have youreceivedthe check"MorganStanleyJPMorganChaseBackOffice ison the lineNB workitemmadefrom a callCallingabout aproducererrorFollow upcallrequestedIssuedpolicyIssue apolicyHybridProcedureshelf gemwas usedDeathClaimFree!Change/updatethe BeneficiaryTransfertoAgencyUpdatingOwnerinformationAskingwhere tosend inthe fundsTransferto SalesVerbalW-9Have acaller jointhe callTransferto theCCCHelplinehelpsyouExplainthe Reg60ProcessCallingabout theACHpaymentPOApolicyOwner andProducerboth onthe callWellsFargoSearch fora policyusing anSSNAskingabout thestatus ofthe transferAddSuspenseReissuerequestIgnore theTVF forbeneficiaryReceivepraisefrom acallerTransferto SuitCancelleda policyIgnoreCVF forBeneficiaryMerrillLynchPolicyAsked"Have youreceivedthe check"MorganStanleyJPMorganChaseBackOffice ison the lineNB workitemmadefrom a callCallingabout aproducererrorFollow upcallrequestedIssuedpolicyIssue apolicyHybridProcedureshelf gemwas usedDeathClaimFree!Change/updatethe BeneficiaryTransfertoAgencyUpdatingOwnerinformation

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