Have acaller jointhe callBackOffice ison the lineMaking achange totheallocationsCallingabout aproducererrorHybridProcedureshelf gemwas usedColorcodedshelf gemwas usedSatisfy arequirementFollow upcallrequestedTransfertoAgencyUTMA/UGMAContractRequestfor aProductchangeAddSuspenseReceivepraisefrom acallerAskingabout thestatus ofthe transferWellsFargoVerbalW-9Re-issuerequestAskingwhere thetransferpaperworkwas sent toPaymentReviewcallIgnore theTVF forbeneficiaryWhere wasthe deliverypacket sentTransferto theCCCIgnoreCVF forBeneficiaryRatesUpdatingOwnerinformationSendingblankformsIssue apolicyOwner andProducerboth onthe callDe-escalateInheritedIRAMorganStanleyReissuerequestPut in aManagerRequestStoppayrequestNB workitemmadefrom a callMerrillLynchPolicyJPMorganChaseExplainthe Reg60ProcessChange/updatethe BeneficiaryIssuedpolicyAsked"Have youreceivedthe check"Callingabout theACHpaymentThe call isfrom thetransfercompanyStatuscheckInternalContractFree!Cancelleda policyAsking forthe IssuedateTransferto suitTransferto SalesNBProducererrorRe-triggeringTransferpaperworkSearch fora policyusing anSSNPortalhow tolocateratesDeathClaimE-DeliveryUnableto Verifya CallerAskingwhere tosend inthe fundsHelplinehelpsyouTrustpolicyPOApolicyHave acaller jointhe callBackOffice ison the lineMaking achange totheallocationsCallingabout aproducererrorHybridProcedureshelf gemwas usedColorcodedshelf gemwas usedSatisfy arequirementFollow upcallrequestedTransfertoAgencyUTMA/UGMAContractRequestfor aProductchangeAddSuspenseReceivepraisefrom acallerAskingabout thestatus ofthe transferWellsFargoVerbalW-9Re-issuerequestAskingwhere thetransferpaperworkwas sent toPaymentReviewcallIgnore theTVF forbeneficiaryWhere wasthe deliverypacket sentTransferto theCCCIgnoreCVF forBeneficiaryRatesUpdatingOwnerinformationSendingblankformsIssue apolicyOwner andProducerboth onthe callDe-escalateInheritedIRAMorganStanleyReissuerequestPut in aManagerRequestStoppayrequestNB workitemmadefrom a callMerrillLynchPolicyJPMorganChaseExplainthe Reg60ProcessChange/updatethe BeneficiaryIssuedpolicyAsked"Have youreceivedthe check"Callingabout theACHpaymentThe call isfrom thetransfercompanyStatuscheckInternalContractFree!Cancelleda policyAsking forthe IssuedateTransferto suitTransferto SalesNBProducererrorRe-triggeringTransferpaperworkSearch fora policyusing anSSNPortalhow tolocateratesDeathClaimE-DeliveryUnableto Verifya CallerAskingwhere tosend inthe fundsHelplinehelpsyouTrustpolicyPOApolicy

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