Explainthe Reg60ProcessSearch fora policyusing anSSNAsked"Have youreceivedthe check"Callingabout aproducererrorReceivepraisefrom acallerUTMA/UGMAContractAskingabout thestatus ofthe transferIssuedpolicyNBProducererrorHave acaller jointhe callIgnoreCVF forBeneficiaryRe-issuerequestHybridProcedureshelf gemwas usedReissuerequestMorganStanleyHelplinehelpsyouMaking achange totheallocationsVerbalW-9UpdatingOwnerinformationTransfertoAgencyAskingwhere thetransferpaperworkwas sent toPOAPolicyBackOffice ison the lineCallingabout theACHpaymentIssue apolicy10%PremiumcallNB workitemmadefrom a callFollow upcallrequestedWellsFargoAddSuspenseCancelleda policyAskingwhere tosend inthe fundsPre IssuerefundrequestIgnore theTVF forbeneficiaryTransferto SuitJPMorganChaseChange/updatethe BeneficiaryOwner andProducerboth onthe callFree!Explainthe Reg60ProcessSearch fora policyusing anSSNAsked"Have youreceivedthe check"Callingabout aproducererrorReceivepraisefrom acallerUTMA/UGMAContractAskingabout thestatus ofthe transferIssuedpolicyNBProducererrorHave acaller jointhe callIgnoreCVF forBeneficiaryRe-issuerequestHybridProcedureshelf gemwas usedReissuerequestMorganStanleyHelplinehelpsyouMaking achange totheallocationsVerbalW-9UpdatingOwnerinformationTransfertoAgencyAskingwhere thetransferpaperworkwas sent toPOAPolicyBackOffice ison the lineCallingabout theACHpaymentIssue apolicy10%PremiumcallNB workitemmadefrom a callFollow upcallrequestedWellsFargoAddSuspenseCancelleda policyAskingwhere tosend inthe fundsPre IssuerefundrequestIgnore theTVF forbeneficiaryTransferto SuitJPMorganChaseChange/updatethe BeneficiaryOwner andProducerboth onthe callFree!

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. Explain the Reg 60 Process
  2. Search for a policy using an SSN
  3. Asked "Have you received the check"
  4. Calling about a producer error
  5. Receive praise from a caller
  6. UTMA/UGMA Contract
  7. Asking about the status of the transfer
  8. Issued policy
  9. NB Producer error
  10. Have a caller join the call
  11. Ignore CVF for Beneficiary
  12. Re-issue request
  13. Hybrid Procedure shelf gem was used
  14. Reissue request
  15. Morgan Stanley
  16. Helpline helps you
  17. Making a change to the allocations
  18. Verbal W-9
  19. Updating Owner information
  20. Transfer to Agency
  21. Asking where the transfer paperwork was sent to
  22. POA Policy
  23. Back Office is on the line
  24. Calling about the ACH payment
  25. Issue a policy
  26. 10% Premium call
  27. NB work item made from a call
  28. Follow up call requested
  29. Wells Fargo
  30. Add Suspense
  31. Cancelled a policy
  32. Asking where to send in the funds
  33. Pre Issue refund request
  34. Ignore the TVF for beneficiary
  35. Transfer to Suit
  36. JP Morgan Chase
  37. Change/update the Beneficiary
  38. Owner and Producer both on the call
  39. Free!