Unableto Verifya CallerTransferto SalesRatesDe-escalateTrustpolicyFree!Colorcodedshelf gemwas usedCancelleda policyStatuscheckReissuerequestAddSuspenseRe-issuerequestNBProducererrorUpdatingOwnerinformationIssue apolicyBackOffice ison the lineE-DeliveryReceivepraisefrom acallerJPMorganChaseStoppayrequestAskingwhere tosend inthe fundsMaking achange totheallocationsAsked"Have youreceivedthe check"SendingblankformsAskingabout thestatus ofthe transferTransferto theCCCMerrillLynchPolicySearch fora policyusing anSSNCallingabout theACHpaymentSatisfy arequirementAsking forthe IssuedateIgnore theTVF forbeneficiaryIgnoreCVF forBeneficiaryPut in aManagerRequestCallingabout aproducererrorOwner andProducerboth onthe callDeathClaimPortalhow tolocateratesPOApolicyInheritedIRAWellsFargoFollow upcallrequestedHybridProcedureshelf gemwas usedTransfertoAgencyExplainthe Reg60ProcessUTMA/UGMAContractChange/updatethe BeneficiaryIssuedpolicyMorganStanleyWhere wasthe deliverypacket sentNB workitemmadefrom a callThe call isfrom thetransfercompanyHelplinehelpsyouAskingwhere thetransferpaperworkwas sent toVerbalW-9InternalContractRe-triggeringTransferpaperworkTransferto suitPaymentReviewcallRequestfor aProductchangeHave acaller jointhe callUnableto Verifya CallerTransferto SalesRatesDe-escalateTrustpolicyFree!Colorcodedshelf gemwas usedCancelleda policyStatuscheckReissuerequestAddSuspenseRe-issuerequestNBProducererrorUpdatingOwnerinformationIssue apolicyBackOffice ison the lineE-DeliveryReceivepraisefrom acallerJPMorganChaseStoppayrequestAskingwhere tosend inthe fundsMaking achange totheallocationsAsked"Have youreceivedthe check"SendingblankformsAskingabout thestatus ofthe transferTransferto theCCCMerrillLynchPolicySearch fora policyusing anSSNCallingabout theACHpaymentSatisfy arequirementAsking forthe IssuedateIgnore theTVF forbeneficiaryIgnoreCVF forBeneficiaryPut in aManagerRequestCallingabout aproducererrorOwner andProducerboth onthe callDeathClaimPortalhow tolocateratesPOApolicyInheritedIRAWellsFargoFollow upcallrequestedHybridProcedureshelf gemwas usedTransfertoAgencyExplainthe Reg60ProcessUTMA/UGMAContractChange/updatethe BeneficiaryIssuedpolicyMorganStanleyWhere wasthe deliverypacket sentNB workitemmadefrom a callThe call isfrom thetransfercompanyHelplinehelpsyouAskingwhere thetransferpaperworkwas sent toVerbalW-9InternalContractRe-triggeringTransferpaperworkTransferto suitPaymentReviewcallRequestfor aProductchangeHave acaller jointhe call

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