SendingblankformsTransfertoAgencyPut in aManagerRequestRatesNB workitemmadefrom a callPaymentReviewcallSatisfy arequirementInheritedIRAChange/updatethe BeneficiaryReceivepraisefrom acallerJPMorganChaseUnableto Verifya CallerAsking forthe IssuedateCallingabout aproducererrorStoppayrequestAsked"Have youreceivedthe check"UpdatingOwnerinformationIssue apolicyDeathClaimHybridProcedureshelf gemwas usedNBProducererrorTransferto SalesCancelleda policyReissuerequestAskingwhere tosend inthe fundsHelplinehelpsyouTrustpolicyTransferto theCCCSearch fora policyusing anSSNBackOffice ison the lineStatuscheckOwner andProducerboth onthe callPortalhow tolocateratesRe-issuerequestUTMA/UGMAContractAddSuspenseInternalContractWhere wasthe deliverypacket sentMerrillLynchPolicyIgnoreCVF forBeneficiaryMaking achange totheallocationsIgnore theTVF forbeneficiaryTransferto suitMorganStanleyThe call isfrom thetransfercompanyE-DeliveryColorcodedshelf gemwas usedIssuedpolicyWellsFargoRe-triggeringTransferpaperworkAskingwhere thetransferpaperworkwas sent toExplainthe Reg60ProcessAskingabout thestatus ofthe transferDe-escalateRequestfor aProductchangeVerbalW-9POApolicyFollow upcallrequestedCallingabout theACHpaymentHave acaller jointhe callSendingblankformsTransfertoAgencyPut in aManagerRequestRatesNB workitemmadefrom a callPaymentReviewcallSatisfy arequirementInheritedIRAChange/updatethe BeneficiaryReceivepraisefrom acallerJPMorganChaseUnableto Verifya CallerAsking forthe IssuedateCallingabout aproducererrorStoppayrequestAsked"Have youreceivedthe check"UpdatingOwnerinformationIssue apolicyDeathClaimHybridProcedureshelf gemwas usedNBProducererrorTransferto SalesCancelleda policyReissuerequestAskingwhere tosend inthe fundsHelplinehelpsyouTrustpolicyTransferto theCCCSearch fora policyusing anSSNBackOffice ison the lineStatuscheckOwner andProducerboth onthe callPortalhow tolocateratesRe-issuerequestUTMA/UGMAContractAddSuspenseInternalContractWhere wasthe deliverypacket sentMerrillLynchPolicyIgnoreCVF forBeneficiaryMaking achange totheallocationsIgnore theTVF forbeneficiaryTransferto suitMorganStanleyThe call isfrom thetransfercompanyE-DeliveryColorcodedshelf gemwas usedIssuedpolicyWellsFargoRe-triggeringTransferpaperworkAskingwhere thetransferpaperworkwas sent toExplainthe Reg60ProcessAskingabout thestatus ofthe transferDe-escalateRequestfor aProductchangeVerbalW-9POApolicyFollow upcallrequestedCallingabout theACHpaymentHave acaller jointhe call

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