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