Follow upcallrequestedChange/updatethe BeneficiaryRequestfor aProductchangeDeathClaimTransferto suitAddSuspenseInheritedIRARe-issuerequestIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"Callingabout aproducererrorRatesVerbalW-9WellsFargoIssuedpolicyCancelleda policyTransferto theCCCUTMA/UGMAContractPut in aManagerRequestSendingblankformsReceivepraisefrom acallerAsking forthe IssuedateAskingwhere thetransferpaperworkwas sent toStatuscheckMerrillLynchPolicyJPMorganChaseE-DeliverySatisfy arequirementInternalContractReissuerequestStoppayrequestUpdatingOwnerinformationTrustpolicyBackOffice ison the lineAskingwhere tosend inthe fundsIssue apolicyPOApolicyTransferto SalesPaymentReviewcallExplainthe Reg60ProcessHave acaller jointhe callSearch fora policyusing anSSNHelplinehelpsyouIgnore theTVF forbeneficiaryDe-escalateThe call isfrom thetransfercompanyOwner andProducerboth onthe callPortalhow tolocateratesNBProducererrorMorganStanleyCallingabout theACHpaymentTransfertoAgencyRe-triggeringTransferpaperworkMaking achange totheallocationsHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentNB workitemmadefrom a callUnableto Verifya CallerAskingabout thestatus ofthe transferFree!Colorcodedshelf gemwas usedFollow upcallrequestedChange/updatethe BeneficiaryRequestfor aProductchangeDeathClaimTransferto suitAddSuspenseInheritedIRARe-issuerequestIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"Callingabout aproducererrorRatesVerbalW-9WellsFargoIssuedpolicyCancelleda policyTransferto theCCCUTMA/UGMAContractPut in aManagerRequestSendingblankformsReceivepraisefrom acallerAsking forthe IssuedateAskingwhere thetransferpaperworkwas sent toStatuscheckMerrillLynchPolicyJPMorganChaseE-DeliverySatisfy arequirementInternalContractReissuerequestStoppayrequestUpdatingOwnerinformationTrustpolicyBackOffice ison the lineAskingwhere tosend inthe fundsIssue apolicyPOApolicyTransferto SalesPaymentReviewcallExplainthe Reg60ProcessHave acaller jointhe callSearch fora policyusing anSSNHelplinehelpsyouIgnore theTVF forbeneficiaryDe-escalateThe call isfrom thetransfercompanyOwner andProducerboth onthe callPortalhow tolocateratesNBProducererrorMorganStanleyCallingabout theACHpaymentTransfertoAgencyRe-triggeringTransferpaperworkMaking achange totheallocationsHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentNB workitemmadefrom a callUnableto Verifya CallerAskingabout thestatus ofthe transferFree!Colorcodedshelf gemwas used

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