BackOffice ison the lineAddSuspenseInternalContractExplainthe Reg60ProcessTransfertoAgencyDe-escalateFollow upcallrequestedUnableto Verifya CallerCancelleda policyRatesTransferto SalesSendingblankformsHelplinehelpsyouNB workitemmadefrom a callPOApolicyWellsFargoIgnore theTVF forbeneficiarySearch fora policyusing anSSNRe-issuerequestMorganStanleyHave acaller jointhe callStatuscheckNBProducererrorUTMA/UGMAContractIssue apolicyUpdatingOwnerinformationOwner andProducerboth onthe callRe-triggeringTransferpaperworkVerbalW-9StoppayrequestInheritedIRAReceivepraisefrom acallerAsked"Have youreceivedthe check"Transferto theCCCPortalhow tolocateratesMaking achange totheallocationsCallingabout theACHpaymentHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryColorcodedshelf gemwas usedSatisfy arequirementAskingabout thestatus ofthe transferIssuedpolicyIgnoreCVF forBeneficiaryPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toE-DeliveryAskingwhere tosend inthe fundsTransferto suitPaymentReviewcallJPMorganChaseReissuerequestThe call isfrom thetransfercompanyTrustpolicyMerrillLynchPolicyWhere wasthe deliverypacket sentCallingabout aproducererrorRequestfor aProductchangeDeathClaimAsking forthe IssuedateBackOffice ison the lineAddSuspenseInternalContractExplainthe Reg60ProcessTransfertoAgencyDe-escalateFollow upcallrequestedUnableto Verifya CallerCancelleda policyRatesTransferto SalesSendingblankformsHelplinehelpsyouNB workitemmadefrom a callPOApolicyWellsFargoIgnore theTVF forbeneficiarySearch fora policyusing anSSNRe-issuerequestMorganStanleyHave acaller jointhe callStatuscheckNBProducererrorUTMA/UGMAContractIssue apolicyUpdatingOwnerinformationOwner andProducerboth onthe callRe-triggeringTransferpaperworkVerbalW-9StoppayrequestInheritedIRAReceivepraisefrom acallerAsked"Have youreceivedthe check"Transferto theCCCPortalhow tolocateratesMaking achange totheallocationsCallingabout theACHpaymentHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryColorcodedshelf gemwas usedSatisfy arequirementAskingabout thestatus ofthe transferIssuedpolicyIgnoreCVF forBeneficiaryPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toE-DeliveryAskingwhere tosend inthe fundsTransferto suitPaymentReviewcallJPMorganChaseReissuerequestThe call isfrom thetransfercompanyTrustpolicyMerrillLynchPolicyWhere wasthe deliverypacket sentCallingabout aproducererrorRequestfor aProductchangeDeathClaimAsking forthe Issuedate

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