Have acaller jointhe callNB workitemmadefrom a callRatesPaymentReviewcallDe-escalateAskingabout thestatus ofthe transferAsked"Have youreceivedthe check"The call isfrom thetransfercompanyDeathClaimInheritedIRAAskingwhere thetransferpaperworkwas sent toReissuerequestNBProducererrorIssuedpolicyUnableto Verifya CallerIgnoreCVF forBeneficiaryOwner andProducerboth onthe callColorcodedshelf gemwas usedWhere wasthe deliverypacket sentUpdatingOwnerinformationCallingabout aproducererrorVerbalW-9Change/updatethe BeneficiaryIssue apolicyHybridProcedureshelf gemwas usedAskingwhere tosend inthe fundsUTMA/UGMAContractMerrillLynchPolicyHelplinehelpsyouStoppayrequestFree!TrustpolicyExplainthe Reg60ProcessPut in aManagerRequestRe-triggeringTransferpaperworkAddSuspenseMaking achange totheallocationsStatuscheckIgnore theTVF forbeneficiaryTransfertoAgencyJPMorganChaseRe-issuerequestSendingblankformsFollow upcallrequestedAsking forthe IssuedateSatisfy arequirementBackOffice ison the lineTransferto suitE-DeliveryRequestfor aProductchangeInternalContractTransferto SalesMorganStanleySearch fora policyusing anSSNWellsFargoPOApolicyTransferto theCCCPortalhow tolocateratesCancelleda policyReceivepraisefrom acallerCallingabout theACHpaymentHave acaller jointhe callNB workitemmadefrom a callRatesPaymentReviewcallDe-escalateAskingabout thestatus ofthe transferAsked"Have youreceivedthe check"The call isfrom thetransfercompanyDeathClaimInheritedIRAAskingwhere thetransferpaperworkwas sent toReissuerequestNBProducererrorIssuedpolicyUnableto Verifya CallerIgnoreCVF forBeneficiaryOwner andProducerboth onthe callColorcodedshelf gemwas usedWhere wasthe deliverypacket sentUpdatingOwnerinformationCallingabout aproducererrorVerbalW-9Change/updatethe BeneficiaryIssue apolicyHybridProcedureshelf gemwas usedAskingwhere tosend inthe fundsUTMA/UGMAContractMerrillLynchPolicyHelplinehelpsyouStoppayrequestFree!TrustpolicyExplainthe Reg60ProcessPut in aManagerRequestRe-triggeringTransferpaperworkAddSuspenseMaking achange totheallocationsStatuscheckIgnore theTVF forbeneficiaryTransfertoAgencyJPMorganChaseRe-issuerequestSendingblankformsFollow upcallrequestedAsking forthe IssuedateSatisfy arequirementBackOffice ison the lineTransferto suitE-DeliveryRequestfor aProductchangeInternalContractTransferto SalesMorganStanleySearch fora policyusing anSSNWellsFargoPOApolicyTransferto theCCCPortalhow tolocateratesCancelleda policyReceivepraisefrom acallerCallingabout theACHpayment

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
61
  1. Have a caller join the call
  2. NB work item made from a call
  3. Rates
  4. Payment Review call
  5. De-escalate
  6. Asking about the status of the transfer
  7. Asked "Have you received the check"
  8. The call is from the transfer company
  9. Death Claim
  10. Inherited IRA
  11. Asking where the transfer paperwork was sent to
  12. Reissue request
  13. NB Producer error
  14. Issued policy
  15. Unable to Verify a Caller
  16. Ignore CVF for Beneficiary
  17. Owner and Producer both on the call
  18. Color coded shelf gem was used
  19. Where was the delivery packet sent
  20. Updating Owner information
  21. Calling about a producer error
  22. Verbal W-9
  23. Change/update the Beneficiary
  24. Issue a policy
  25. Hybrid Procedure shelf gem was used
  26. Asking where to send in the funds
  27. UTMA/UGMA Contract
  28. Merrill Lynch Policy
  29. Helpline helps you
  30. Stop pay request
  31. Free!
  32. Trust policy
  33. Explain the Reg 60 Process
  34. Put in a Manager Request
  35. Re-triggering Transfer paperwork
  36. Add Suspense
  37. Making a change to the allocations
  38. Status check
  39. Ignore the TVF for beneficiary
  40. Transfer to Agency
  41. JP Morgan Chase
  42. Re-issue request
  43. Sending blank forms
  44. Follow up call requested
  45. Asking for the Issue date
  46. Satisfy a requirement
  47. Back Office is on the line
  48. Transfer to suit
  49. E-Delivery
  50. Request for a Product change
  51. Internal Contract
  52. Transfer to Sales
  53. Morgan Stanley
  54. Search for a policy using an SSN
  55. Wells Fargo
  56. POA policy
  57. Transfer to the CCC
  58. Portal how to locate rates
  59. Cancelled a policy
  60. Receive praise from a caller
  61. Calling about the ACH payment