Calling about a producer error Asking where the transfer paperwork was sent to Search for a policy using an SSN UTMA/UGMA Contract JP Morgan Chase NB Producer error Change/update the Beneficiary Asking where to send in the funds Ignore CVF for Beneficiary Updating Owner information Add Suspense POA Policy Morgan Stanley Have a caller join the call Re- issue request Ignore the TVF for beneficiary Free! Issued policy Follow up call requested Owner and Producer both on the call Transfer to Agency Helpline helps you NB work item made from a call Verbal W-9 Pre Issue refund request 10% Premium call Receive praise from a caller Hybrid Procedure shelf gem was used Wells Fargo Issue a policy Reissue request Back Office is on the line Cancelled a policy Calling about the ACH payment Asking about the status of the transfer Transfer to Suit Making a change to the allocations Explain the Reg 60 Process Asked "Have you received the check" Calling about a producer error Asking where the transfer paperwork was sent to Search for a policy using an SSN UTMA/UGMA Contract JP Morgan Chase NB Producer error Change/update the Beneficiary Asking where to send in the funds Ignore CVF for Beneficiary Updating Owner information Add Suspense POA Policy Morgan Stanley Have a caller join the call Re- issue request Ignore the TVF for beneficiary Free! Issued policy Follow up call requested Owner and Producer both on the call Transfer to Agency Helpline helps you NB work item made from a call Verbal W-9 Pre Issue refund request 10% Premium call Receive praise from a caller Hybrid Procedure shelf gem was used Wells Fargo Issue a policy Reissue request Back Office is on the line Cancelled a policy Calling about the ACH payment Asking about the status of the transfer Transfer to Suit Making a change to the allocations Explain the Reg 60 Process Asked "Have you received the check"
(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.
Calling about a producer error
Asking where the transfer paperwork was sent to
Search for a policy using an SSN
UTMA/UGMA Contract
JP Morgan Chase
NB Producer error
Change/update the Beneficiary
Asking where to send in the funds
Ignore CVF for Beneficiary
Updating Owner information
Add Suspense
POA Policy
Morgan Stanley
Have a caller join the call
Re-issue request
Ignore the TVF for beneficiary
Free!
Issued policy
Follow up call requested
Owner and Producer both on the call
Transfer to Agency
Helpline helps you
NB work item made from a call
Verbal W-9
Pre Issue refund request
10% Premium call
Receive praise from a caller
Hybrid Procedure shelf gem was used
Wells Fargo
Issue a policy
Reissue request
Back Office is on the line
Cancelled a policy
Calling about the ACH payment
Asking about the status of the transfer
Transfer to Suit
Making a change to the allocations
Explain the Reg 60 Process
Asked "Have you received the check"