This bingo card has a free space and 24 words: Closed a policy after hours, Client said I’d think about it, Explained insurance using a funny analogy, Turned a walk-in into a sale, Helped a colleague closed a deal, Cross-sold to an existing client, got excited about a bonus, Used a personal story to close a sale, Handled a difficult client with patience, Got a referral from a banker, Close a deal before lunch, Hit/exceeded your monthly target, Helped a client understand their coverage, Got a “yes” but it later turned into a no, received a thank you message from a client, Completion of a policy with no errors, met a client outside the branch, Attended a sales meeting, Sold more than 7 policies in a week, Had to explain the difference between term and lifr, Worked through your lunch break, Sold both life and retirement to a client, Used the work protection more than 10time a day and Gave a client financial peace of mind.
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