Change/updatethe BeneficiaryStoppayrequestPOApolicyPut in aManagerRequestSearch fora policyusing anSSNUpdatingOwnerinformationRe-triggeringTransferpaperworkInternalContractDe-escalateAsked"Have youreceivedthe check"JPMorganChaseCallingabout theACHpaymentMerrillLynchPolicyExplainthe Reg60ProcessTransfertoAgencyAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorPaymentReviewcallBackOffice ison the lineIgnore theTVF forbeneficiaryAsking forthe IssuedateMorganStanleyRatesIssue apolicyPortalhow tolocateratesAskingabout thestatus ofthe transferAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryNBProducererrorSendingblankformsSatisfy arequirementTrustpolicyCancelleda policyRe-issuerequestWhere wasthe deliverypacket sentIssuedpolicyTransferto SalesHelplinehelpsyouMaking achange totheallocationsVerbalW-9HybridProcedureshelf gemwas usedThe call isfrom thetransfercompanyOwner andProducerboth onthe callStatuscheckInheritedIRAFollow upcallrequestedDeathClaimTransferto suitTransferto theCCCUTMA/UGMAContractE-DeliveryUnableto Verifya CallerNB workitemmadefrom a callRequestfor aProductchangeHave acaller jointhe callColorcodedshelf gemwas usedReceivepraisefrom acallerWellsFargoAddSuspenseReissuerequestChange/updatethe BeneficiaryStoppayrequestPOApolicyPut in aManagerRequestSearch fora policyusing anSSNUpdatingOwnerinformationRe-triggeringTransferpaperworkInternalContractDe-escalateAsked"Have youreceivedthe check"JPMorganChaseCallingabout theACHpaymentMerrillLynchPolicyExplainthe Reg60ProcessTransfertoAgencyAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorPaymentReviewcallBackOffice ison the lineIgnore theTVF forbeneficiaryAsking forthe IssuedateMorganStanleyRatesIssue apolicyPortalhow tolocateratesAskingabout thestatus ofthe transferAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryNBProducererrorSendingblankformsSatisfy arequirementTrustpolicyCancelleda policyRe-issuerequestWhere wasthe deliverypacket sentIssuedpolicyTransferto SalesHelplinehelpsyouMaking achange totheallocationsVerbalW-9HybridProcedureshelf gemwas usedThe call isfrom thetransfercompanyOwner andProducerboth onthe callStatuscheckInheritedIRAFollow upcallrequestedDeathClaimTransferto suitTransferto theCCCUTMA/UGMAContractE-DeliveryUnableto Verifya CallerNB workitemmadefrom a callRequestfor aProductchangeHave acaller jointhe callColorcodedshelf gemwas usedReceivepraisefrom acallerWellsFargoAddSuspenseReissuerequest

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
  1. Change/update the Beneficiary
  2. Stop pay request
  3. POA policy
  4. Put in a Manager Request
  5. Search for a policy using an SSN
  6. Updating Owner information
  7. Re-triggering Transfer paperwork
  8. Internal Contract
  9. De-escalate
  10. Asked "Have you received the check"
  11. JP Morgan Chase
  12. Calling about the ACH payment
  13. Merrill Lynch Policy
  14. Explain the Reg 60 Process
  15. Transfer to Agency
  16. Asking where the transfer paperwork was sent to
  17. Calling about a producer error
  18. Payment Review call
  19. Back Office is on the line
  20. Ignore the TVF for beneficiary
  21. Asking for the Issue date
  22. Morgan Stanley
  23. Rates
  24. Issue a policy
  25. Portal how to locate rates
  26. Asking about the status of the transfer
  27. Asking where to send in the funds
  28. Ignore CVF for Beneficiary
  29. NB Producer error
  30. Sending blank forms
  31. Satisfy a requirement
  32. Trust policy
  33. Cancelled a policy
  34. Re-issue request
  35. Where was the delivery packet sent
  36. Issued policy
  37. Transfer to Sales
  38. Helpline helps you
  39. Making a change to the allocations
  40. Verbal W-9
  41. Hybrid Procedure shelf gem was used
  42. The call is from the transfer company
  43. Owner and Producer both on the call
  44. Status check
  45. Inherited IRA
  46. Follow up call requested
  47. Death Claim
  48. Transfer to suit
  49. Transfer to the CCC
  50. UTMA/UGMA Contract
  51. E-Delivery
  52. Unable to Verify a Caller
  53. NB work item made from a call
  54. Request for a Product change
  55. Have a caller join the call
  56. Color coded shelf gem was used
  57. Receive praise from a caller
  58. Wells Fargo
  59. Add Suspense
  60. Reissue request