StatuscheckSearch fora policyusing anSSNOwner andProducerboth onthe callWellsFargoHelplinehelpsyouTransferto theCCCMaking achange totheallocationsInheritedIRASendingblankformsUnableto Verifya CallerExplainthe Reg60ProcessSatisfy arequirementChange/updatethe BeneficiaryAsked"Have youreceivedthe check"TransfertoAgencyCancelleda policyPaymentReviewcallDe-escalateStoppayrequestInternalContractIssue apolicyFollow upcallrequestedE-DeliveryHybridProcedureshelf gemwas usedThe call isfrom thetransfercompanyIgnore theTVF forbeneficiaryPut in aManagerRequestIssuedpolicyNB workitemmadefrom a callAskingwhere tosend inthe fundsBackOffice ison the lineAskingabout thestatus ofthe transferAsking forthe IssuedateUTMA/UGMAContractMorganStanleyWhere wasthe deliverypacket sentVerbalW-9Portalhow tolocateratesMerrillLynchPolicyHave acaller jointhe callDeathClaimPOApolicyTrustpolicyNBProducererrorReissuerequestCallingabout aproducererrorColorcodedshelf gemwas usedRatesAddSuspenseUpdatingOwnerinformationAskingwhere thetransferpaperworkwas sent toReceivepraisefrom acallerTransferto suitIgnoreCVF forBeneficiaryRe-issuerequestCallingabout theACHpaymentTransferto SalesRequestfor aProductchangeJPMorganChaseRe-triggeringTransferpaperworkStatuscheckSearch fora policyusing anSSNOwner andProducerboth onthe callWellsFargoHelplinehelpsyouTransferto theCCCMaking achange totheallocationsInheritedIRASendingblankformsUnableto Verifya CallerExplainthe Reg60ProcessSatisfy arequirementChange/updatethe BeneficiaryAsked"Have youreceivedthe check"TransfertoAgencyCancelleda policyPaymentReviewcallDe-escalateStoppayrequestInternalContractIssue apolicyFollow upcallrequestedE-DeliveryHybridProcedureshelf gemwas usedThe call isfrom thetransfercompanyIgnore theTVF forbeneficiaryPut in aManagerRequestIssuedpolicyNB workitemmadefrom a callAskingwhere tosend inthe fundsBackOffice ison the lineAskingabout thestatus ofthe transferAsking forthe IssuedateUTMA/UGMAContractMorganStanleyWhere wasthe deliverypacket sentVerbalW-9Portalhow tolocateratesMerrillLynchPolicyHave acaller jointhe callDeathClaimPOApolicyTrustpolicyNBProducererrorReissuerequestCallingabout aproducererrorColorcodedshelf gemwas usedRatesAddSuspenseUpdatingOwnerinformationAskingwhere thetransferpaperworkwas sent toReceivepraisefrom acallerTransferto suitIgnoreCVF forBeneficiaryRe-issuerequestCallingabout theACHpaymentTransferto SalesRequestfor aProductchangeJPMorganChaseRe-triggeringTransferpaperwork

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