DeathClaimMaking achange totheallocationsPortalhow tolocateratesStatuscheckReissuerequestAskingwhere tosend inthe fundsSearch fora policyusing anSSNCallingabout aproducererrorRe-issuerequestAsked"Have youreceivedthe check"Explainthe Reg60ProcessUpdatingOwnerinformationAddSuspenseIssue apolicyIssuedpolicyE-DeliveryTransfertoAgencyWellsFargoAskingwhere thetransferpaperworkwas sent toTransferto SalesSatisfy arequirementPOApolicyDe-escalateFollow upcallrequestedPaymentReviewcallStoppayrequestInheritedIRAVerbalW-9Unableto Verifya CallerOwner andProducerboth onthe callJPMorganChaseNBProducererrorInternalContractCallingabout theACHpaymentBackOffice ison the lineIgnoreCVF forBeneficiaryColorcodedshelf gemwas usedWhere wasthe deliverypacket sentMorganStanleyHave acaller jointhe callHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryUTMA/UGMAContractRequestfor aProductchangeMerrillLynchPolicyReceivepraisefrom acallerRe-triggeringTransferpaperworkTransferto suitThe call isfrom thetransfercompanyIgnore theTVF forbeneficiaryCancelleda policyHelplinehelpsyouTrustpolicyTransferto theCCCAsking forthe IssuedateSendingblankformsAskingabout thestatus ofthe transferPut in aManagerRequestNB workitemmadefrom a callRatesDeathClaimMaking achange totheallocationsPortalhow tolocateratesStatuscheckReissuerequestAskingwhere tosend inthe fundsSearch fora policyusing anSSNCallingabout aproducererrorRe-issuerequestAsked"Have youreceivedthe check"Explainthe Reg60ProcessUpdatingOwnerinformationAddSuspenseIssue apolicyIssuedpolicyE-DeliveryTransfertoAgencyWellsFargoAskingwhere thetransferpaperworkwas sent toTransferto SalesSatisfy arequirementPOApolicyDe-escalateFollow upcallrequestedPaymentReviewcallStoppayrequestInheritedIRAVerbalW-9Unableto Verifya CallerOwner andProducerboth onthe callJPMorganChaseNBProducererrorInternalContractCallingabout theACHpaymentBackOffice ison the lineIgnoreCVF forBeneficiaryColorcodedshelf gemwas usedWhere wasthe deliverypacket sentMorganStanleyHave acaller jointhe callHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryUTMA/UGMAContractRequestfor aProductchangeMerrillLynchPolicyReceivepraisefrom acallerRe-triggeringTransferpaperworkTransferto suitThe call isfrom thetransfercompanyIgnore theTVF forbeneficiaryCancelleda policyHelplinehelpsyouTrustpolicyTransferto theCCCAsking forthe IssuedateSendingblankformsAskingabout thestatus ofthe transferPut in aManagerRequestNB workitemmadefrom a callRates

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
  1. Death Claim
  2. Making a change to the allocations
  3. Portal how to locate rates
  4. Status check
  5. Reissue request
  6. Asking where to send in the funds
  7. Search for a policy using an SSN
  8. Calling about a producer error
  9. Re-issue request
  10. Asked "Have you received the check"
  11. Explain the Reg 60 Process
  12. Updating Owner information
  13. Add Suspense
  14. Issue a policy
  15. Issued policy
  16. E-Delivery
  17. Transfer to Agency
  18. Wells Fargo
  19. Asking where the transfer paperwork was sent to
  20. Transfer to Sales
  21. Satisfy a requirement
  22. POA policy
  23. De-escalate
  24. Follow up call requested
  25. Payment Review call
  26. Stop pay request
  27. Inherited IRA
  28. Verbal W-9
  29. Unable to Verify a Caller
  30. Owner and Producer both on the call
  31. JP Morgan Chase
  32. NB Producer error
  33. Internal Contract
  34. Calling about the ACH payment
  35. Back Office is on the line
  36. Ignore CVF for Beneficiary
  37. Color coded shelf gem was used
  38. Where was the delivery packet sent
  39. Morgan Stanley
  40. Have a caller join the call
  41. Hybrid Procedure shelf gem was used
  42. Change/update the Beneficiary
  43. UTMA/UGMA Contract
  44. Request for a Product change
  45. Merrill Lynch Policy
  46. Receive praise from a caller
  47. Re-triggering Transfer paperwork
  48. Transfer to suit
  49. The call is from the transfer company
  50. Ignore the TVF for beneficiary
  51. Cancelled a policy
  52. Helpline helps you
  53. Trust policy
  54. Transfer to the CCC
  55. Asking for the Issue date
  56. Sending blank forms
  57. Asking about the status of the transfer
  58. Put in a Manager Request
  59. NB work item made from a call
  60. Rates