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