SendingblankformsNBProducererrorHave acaller jointhe callCancelleda policyBackOffice ison the lineSearch fora policyusing anSSNIssuedpolicyNB workitemmadefrom a callStoppayrequestInheritedIRAExplainthe Reg60ProcessPaymentReviewcallUTMA/UGMAContractHelplinehelpsyouReceivepraisefrom acallerRe-issuerequestIssue apolicyPortalhow tolocateratesIgnore theTVF forbeneficiaryTransfertoAgencyOwner andProducerboth onthe callIgnoreCVF forBeneficiaryThe call isfrom thetransfercompanyAddSuspenseCallingabout aproducererrorUnableto Verifya CallerMorganStanleySatisfy arequirementRequestfor aProductchangePOApolicyJPMorganChaseAsking forthe IssuedateDeathClaimAsked"Have youreceivedthe check"Askingwhere thetransferpaperworkwas sent toMaking achange totheallocationsWellsFargoMerrillLynchPolicyTransferto theCCCTransferto SalesStatuscheckTransferto suitCallingabout theACHpaymentUpdatingOwnerinformationRe-triggeringTransferpaperworkChange/updatethe BeneficiaryHybridProcedureshelf gemwas usedFollow upcallrequestedReissuerequestDe-escalateAskingabout thestatus ofthe transferE-DeliveryColorcodedshelf gemwas usedTrustpolicyWhere wasthe deliverypacket sentAskingwhere tosend inthe fundsPut in aManagerRequestInternalContractVerbalW-9RatesSendingblankformsNBProducererrorHave acaller jointhe callCancelleda policyBackOffice ison the lineSearch fora policyusing anSSNIssuedpolicyNB workitemmadefrom a callStoppayrequestInheritedIRAExplainthe Reg60ProcessPaymentReviewcallUTMA/UGMAContractHelplinehelpsyouReceivepraisefrom acallerRe-issuerequestIssue apolicyPortalhow tolocateratesIgnore theTVF forbeneficiaryTransfertoAgencyOwner andProducerboth onthe callIgnoreCVF forBeneficiaryThe call isfrom thetransfercompanyAddSuspenseCallingabout aproducererrorUnableto Verifya CallerMorganStanleySatisfy arequirementRequestfor aProductchangePOApolicyJPMorganChaseAsking forthe IssuedateDeathClaimAsked"Have youreceivedthe check"Askingwhere thetransferpaperworkwas sent toMaking achange totheallocationsWellsFargoMerrillLynchPolicyTransferto theCCCTransferto SalesStatuscheckTransferto suitCallingabout theACHpaymentUpdatingOwnerinformationRe-triggeringTransferpaperworkChange/updatethe BeneficiaryHybridProcedureshelf gemwas usedFollow upcallrequestedReissuerequestDe-escalateAskingabout thestatus ofthe transferE-DeliveryColorcodedshelf gemwas usedTrustpolicyWhere wasthe deliverypacket sentAskingwhere tosend inthe fundsPut in aManagerRequestInternalContractVerbalW-9Rates

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