Re- issue request Hybrid Procedure shelf gem was used Asking where the transfer paperwork was sent to Change/update the Beneficiary Death Claim Transfer to the CCC Follow up call requested Trust policy UTMA/UGMA Contract JP Morgan Chase Free! Explain the Reg 60 Process Making a change to the allocations Calling about a producer error NB work item made from a call Stop pay request Add Suspense Unable to Verify a Caller Inherited IRA Search for a policy using an SSN Portal how to locate rates E- Delivery Asked "Have you received the check" Receive praise from a caller Transfer to Agency Morgan Stanley Where was the delivery packet sent Verbal W-9 Issued policy NB Producer error Owner and Producer both on the call Helpline helps you Calling about the ACH payment Wells Fargo Payment Review call Issue a policy Have a caller join the call Cancelled a policy Sending blank forms Re- triggering Transfer paperwork POA policy Asking where to send in the funds Ignore CVF for Beneficiary Asking about the status of the transfer Ignore the TVF for beneficiary Rates Internal Contract Asking for the Issue date Reissue request Transfer to Sales Satisfy a requirement Status check Updating Owner information Color coded shelf gem was used De- escalate Put in a Manager Request Transfer to suit Request for a Product change Merrill Lynch Policy The call is from the transfer company Back Office is on the line Re- issue request Hybrid Procedure shelf gem was used Asking where the transfer paperwork was sent to Change/update the Beneficiary Death Claim Transfer to the CCC Follow up call requested Trust policy UTMA/UGMA Contract JP Morgan Chase Free! Explain the Reg 60 Process Making a change to the allocations Calling about a producer error NB work item made from a call Stop pay request Add Suspense Unable to Verify a Caller Inherited IRA Search for a policy using an SSN Portal how to locate rates E- Delivery Asked "Have you received the check" Receive praise from a caller Transfer to Agency Morgan Stanley Where was the delivery packet sent Verbal W-9 Issued policy NB Producer error Owner and Producer both on the call Helpline helps you Calling about the ACH payment Wells Fargo Payment Review call Issue a policy Have a caller join the call Cancelled a policy Sending blank forms Re- triggering Transfer paperwork POA policy Asking where to send in the funds Ignore CVF for Beneficiary Asking about the status of the transfer Ignore the TVF for beneficiary Rates Internal Contract Asking for the Issue date Reissue request Transfer to Sales Satisfy a requirement Status check Updating Owner information Color coded shelf gem was used De- escalate Put in a Manager Request Transfer to suit Request for a Product change Merrill Lynch Policy The call is from the transfer company Back Office is on the line
(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.
Re-issue request
Hybrid Procedure shelf gem was used
Asking where the transfer paperwork was sent to
Change/update the Beneficiary
Death Claim
Transfer to the CCC
Follow up call requested
Trust policy
UTMA/UGMA Contract
JP Morgan Chase
Free!
Explain the Reg 60 Process
Making a change to the allocations
Calling about a producer error
NB work item made from a call
Stop pay request
Add Suspense
Unable to Verify a Caller
Inherited IRA
Search for a policy using an SSN
Portal how to locate rates
E-Delivery
Asked "Have you received the check"
Receive praise from a caller
Transfer to Agency
Morgan Stanley
Where was the delivery packet sent
Verbal W-9
Issued policy
NB Producer error
Owner and Producer both on the call
Helpline helps you
Calling about the ACH payment
Wells Fargo
Payment Review call
Issue a policy
Have a caller join the call
Cancelled a policy
Sending blank forms
Re-triggering Transfer paperwork
POA policy
Asking where to send in the funds
Ignore CVF for Beneficiary
Asking about the status of the transfer
Ignore the TVF for beneficiary
Rates
Internal Contract
Asking for the Issue date
Reissue request
Transfer to Sales
Satisfy a requirement
Status check
Updating Owner information
Color coded shelf gem was used
De-escalate
Put in a Manager Request
Transfer to suit
Request for a Product change
Merrill Lynch Policy
The call is from the transfer company
Back Office is on the line