Issue apolicyTransfertoAgencyUTMA/UGMAContractAddSuspenseCallingabout theACHpaymentCallingabout aproducererrorCancelleda policyWellsFargoAskingwhere tosend inthe fundsPOAPolicyFollow upcallrequestedMorganStanleyFree!Receivepraisefrom acallerJPMorganChase10%PremiumcallIgnore theTVF forbeneficiaryRe-issuerequestNBProducererrorAskingwhere thetransferpaperworkwas sent toOwner andProducerboth onthe callVerbalW-9Change/updatethe BeneficiaryTransferto SuitHybridProcedureshelf gemwas usedHave acaller jointhe callMaking achange totheallocationsUpdatingOwnerinformationAskingabout thestatus ofthe transferHelplinehelpsyouNB workitemmadefrom a callReissuerequestExplainthe Reg60ProcessIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"IssuedpolicySearch fora policyusing anSSNBackOffice ison the linePre IssuerefundrequestIssue apolicyTransfertoAgencyUTMA/UGMAContractAddSuspenseCallingabout theACHpaymentCallingabout aproducererrorCancelleda policyWellsFargoAskingwhere tosend inthe fundsPOAPolicyFollow upcallrequestedMorganStanleyFree!Receivepraisefrom acallerJPMorganChase10%PremiumcallIgnore theTVF forbeneficiaryRe-issuerequestNBProducererrorAskingwhere thetransferpaperworkwas sent toOwner andProducerboth onthe callVerbalW-9Change/updatethe BeneficiaryTransferto SuitHybridProcedureshelf gemwas usedHave acaller jointhe callMaking achange totheallocationsUpdatingOwnerinformationAskingabout thestatus ofthe transferHelplinehelpsyouNB workitemmadefrom a callReissuerequestExplainthe Reg60ProcessIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"IssuedpolicySearch fora policyusing anSSNBackOffice ison the linePre Issuerefundrequest

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