Transferto suitReceivepraisefrom acallerAsking forthe IssuedateE-DeliveryColorcodedshelf gemwas usedRequestfor aProductchangePOApolicyTransferto SalesRe-triggeringTransferpaperworkUTMA/UGMAContractNBProducererrorRatesAskingwhere thetransferpaperworkwas sent toDe-escalateMorganStanleyStatuscheckChange/updatethe BeneficiaryDeathClaimWhere wasthe deliverypacket sentWellsFargoReissuerequestSatisfy arequirementBackOffice ison the lineAskingabout thestatus ofthe transferOwner andProducerboth onthe callSendingblankformsExplainthe Reg60ProcessIgnoreCVF forBeneficiaryHybridProcedureshelf gemwas usedInternalContractUpdatingOwnerinformationTransferto theCCCIssue apolicyTrustpolicyCancelleda policyAddSuspensePut in aManagerRequestFollow upcallrequestedVerbalW-9TransfertoAgencyIssuedpolicyNB workitemmadefrom a callThe call isfrom thetransfercompanyMerrillLynchPolicyPaymentReviewcallStoppayrequestRe-issuerequestAskingwhere tosend inthe fundsAsked"Have youreceivedthe check"Portalhow tolocateratesIgnore theTVF forbeneficiarySearch fora policyusing anSSNUnableto Verifya CallerCallingabout theACHpaymentInheritedIRACallingabout aproducererrorHave acaller jointhe callHelplinehelpsyouJPMorganChaseMaking achange totheallocationsTransferto suitReceivepraisefrom acallerAsking forthe IssuedateE-DeliveryColorcodedshelf gemwas usedRequestfor aProductchangePOApolicyTransferto SalesRe-triggeringTransferpaperworkUTMA/UGMAContractNBProducererrorRatesAskingwhere thetransferpaperworkwas sent toDe-escalateMorganStanleyStatuscheckChange/updatethe BeneficiaryDeathClaimWhere wasthe deliverypacket sentWellsFargoReissuerequestSatisfy arequirementBackOffice ison the lineAskingabout thestatus ofthe transferOwner andProducerboth onthe callSendingblankformsExplainthe Reg60ProcessIgnoreCVF forBeneficiaryHybridProcedureshelf gemwas usedInternalContractUpdatingOwnerinformationTransferto theCCCIssue apolicyTrustpolicyCancelleda policyAddSuspensePut in aManagerRequestFollow upcallrequestedVerbalW-9TransfertoAgencyIssuedpolicyNB workitemmadefrom a callThe call isfrom thetransfercompanyMerrillLynchPolicyPaymentReviewcallStoppayrequestRe-issuerequestAskingwhere tosend inthe fundsAsked"Have youreceivedthe check"Portalhow tolocateratesIgnore theTVF forbeneficiarySearch fora policyusing anSSNUnableto Verifya CallerCallingabout theACHpaymentInheritedIRACallingabout aproducererrorHave acaller jointhe callHelplinehelpsyouJPMorganChaseMaking achange totheallocations

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