Put in aManagerRequestMorganStanleyCancelleda policyOwner andProducerboth onthe callStatuscheckExplainthe Reg60ProcessThe call isfrom thetransfercompanySatisfy arequirementAddSuspenseUpdatingOwnerinformationMerrillLynchPolicyStoppayrequestE-DeliveryAskingwhere tosend inthe fundsRequestfor aProductchangeJPMorganChaseDeathClaimVerbalW-9Callingabout theACHpaymentAsked"Have youreceivedthe check"Unableto Verifya CallerSendingblankformsTrustpolicyIssue apolicyTransferto theCCCColorcodedshelf gemwas usedMaking achange totheallocationsUTMA/UGMAContractAsking forthe IssuedateWhere wasthe deliverypacket sentInternalContractTransferto suitIgnore theTVF forbeneficiaryFollow upcallrequestedIgnoreCVF forBeneficiaryDe-escalateTransferto SalesAskingwhere thetransferpaperworkwas sent toChange/updatethe BeneficiaryPOApolicyPortalhow tolocateratesAskingabout thestatus ofthe transferInheritedIRATransfertoAgencySearch fora policyusing anSSNIssuedpolicyCallingabout aproducererrorRatesHave acaller jointhe callFree!NBProducererrorWellsFargoHelplinehelpsyouRe-issuerequestNB workitemmadefrom a callHybridProcedureshelf gemwas usedReissuerequestPaymentReviewcallBackOffice ison the lineReceivepraisefrom acallerRe-triggeringTransferpaperworkPut in aManagerRequestMorganStanleyCancelleda policyOwner andProducerboth onthe callStatuscheckExplainthe Reg60ProcessThe call isfrom thetransfercompanySatisfy arequirementAddSuspenseUpdatingOwnerinformationMerrillLynchPolicyStoppayrequestE-DeliveryAskingwhere tosend inthe fundsRequestfor aProductchangeJPMorganChaseDeathClaimVerbalW-9Callingabout theACHpaymentAsked"Have youreceivedthe check"Unableto Verifya CallerSendingblankformsTrustpolicyIssue apolicyTransferto theCCCColorcodedshelf gemwas usedMaking achange totheallocationsUTMA/UGMAContractAsking forthe IssuedateWhere wasthe deliverypacket sentInternalContractTransferto suitIgnore theTVF forbeneficiaryFollow upcallrequestedIgnoreCVF forBeneficiaryDe-escalateTransferto SalesAskingwhere thetransferpaperworkwas sent toChange/updatethe BeneficiaryPOApolicyPortalhow tolocateratesAskingabout thestatus ofthe transferInheritedIRATransfertoAgencySearch fora policyusing anSSNIssuedpolicyCallingabout aproducererrorRatesHave acaller jointhe callFree!NBProducererrorWellsFargoHelplinehelpsyouRe-issuerequestNB workitemmadefrom a callHybridProcedureshelf gemwas usedReissuerequestPaymentReviewcallBackOffice ison the lineReceivepraisefrom acallerRe-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. Put in a Manager Request
  2. Morgan Stanley
  3. Cancelled a policy
  4. Owner and Producer both on the call
  5. Status check
  6. Explain the Reg 60 Process
  7. The call is from the transfer company
  8. Satisfy a requirement
  9. Add Suspense
  10. Updating Owner information
  11. Merrill Lynch Policy
  12. Stop pay request
  13. E-Delivery
  14. Asking where to send in the funds
  15. Request for a Product change
  16. JP Morgan Chase
  17. Death Claim
  18. Verbal W-9
  19. Calling about the ACH payment
  20. Asked "Have you received the check"
  21. Unable to Verify a Caller
  22. Sending blank forms
  23. Trust policy
  24. Issue a policy
  25. Transfer to the CCC
  26. Color coded shelf gem was used
  27. Making a change to the allocations
  28. UTMA/UGMA Contract
  29. Asking for the Issue date
  30. Where was the delivery packet sent
  31. Internal Contract
  32. Transfer to suit
  33. Ignore the TVF for beneficiary
  34. Follow up call requested
  35. Ignore CVF for Beneficiary
  36. De-escalate
  37. Transfer to Sales
  38. Asking where the transfer paperwork was sent to
  39. Change/update the Beneficiary
  40. POA policy
  41. Portal how to locate rates
  42. Asking about the status of the transfer
  43. Inherited IRA
  44. Transfer to Agency
  45. Search for a policy using an SSN
  46. Issued policy
  47. Calling about a producer error
  48. Rates
  49. Have a caller join the call
  50. Free!
  51. NB Producer error
  52. Wells Fargo
  53. Helpline helps you
  54. Re-issue request
  55. NB work item made from a call
  56. Hybrid Procedure shelf gem was used
  57. Reissue request
  58. Payment Review call
  59. Back Office is on the line
  60. Receive praise from a caller
  61. Re-triggering Transfer paperwork