This bingo card has a free space and 24 words: Next Action at Top of Note, Carrier & Policy # listed in note, Attached email to note, Attached quote to note, Documented who you spoke with, Noted other carriers quoted, Noted why you chose the carrier you did, Documented deviation from agency standards, Documented coverage declined, attached a voicemail or screenshot, Documented roof age and how you got that age, documented dog breed and if there is a bite history or not, Documented on a file that had conflicting information between sources EX: RAD and Zillow show diff info, Noted on a condo policy regarding the condo master policy, Attached condo master policy to note, Documented the who, what, when, why in a note, Noted why no auto, Noted repairs or construction being done on the home, Noted on plans for current home/policy, Noted on why sending LPR, Noted on education provided for risks found(ex overhanging tree branches), Attached proof of roof age docs to note for Univ Verisk change, Noted on primary/secondary home situation and Noted on a an uncommon situation that could be helpful for others in the file or later in the life of the policy.
Insurance Bingo | BINGO: Email Edition | Motivation Monday Bingo | Accuracy Bingo 🌟 | Accuracy Bingo 🌟
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