Declinedan auto orhomepolicySold a bundlewhere one ofthe policieswas moreexpensiveSpoke tosomeonethat ONLYwanted theduffel bagExplainedthe 5paymentplanbreakdownReferredto UWSearchedin clientfor a priorcustomerAsked forsign off onevery saleOvercameanobjectionSpoke tosomeone inthe samestate you liveinSold anMI autopolicy withDocuSignReviewedStackingin PA,NMor FLTransferredtoNutmeg(otherthan flood)REF15589HandledanescalatedcallerSold astandalonehomepolicyAsked forthe sale rightafterpresentingpriceExplainedthe protectorplusendorsementSold an autowith PUP(REF18166)Spoke withsomeonewith thesame DOBas youPresented anauto(REF16559)orhome(REF17805)feature or benefitDid NOTtouch thePIF toggleSold abundleRead therecordedline scriptSold apolicy with aNEW AARPmembershipSold astandaloneauto policyDeclinedan auto orhomepolicySold a bundlewhere one ofthe policieswas moreexpensiveSpoke tosomeonethat ONLYwanted theduffel bagExplainedthe 5paymentplanbreakdownReferredto UWSearchedin clientfor a priorcustomerAsked forsign off onevery saleOvercameanobjectionSpoke tosomeone inthe samestate you liveinSold anMI autopolicy withDocuSignReviewedStackingin PA,NMor FLTransferredtoNutmeg(otherthan flood)REF15589HandledanescalatedcallerSold astandalonehomepolicyAsked forthe sale rightafterpresentingpriceExplainedthe protectorplusendorsementSold an autowith PUP(REF18166)Spoke withsomeonewith thesame DOBas youPresented anauto(REF16559)orhome(REF17805)feature or benefitDid NOTtouch thePIF toggleSold abundleRead therecordedline scriptSold apolicy with aNEW AARPmembershipSold astandaloneauto policy

PI Sales New Hire 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. Declined an auto or home policy
  2. Sold a bundle where one of the policies was more expensive
  3. Spoke to someone that ONLY wanted the duffel bag
  4. Explained the 5 payment plan breakdown
  5. Referred to UW
  6. Searched in client for a prior customer
  7. Asked for sign off on every sale
  8. Overcame an objection
  9. Spoke to someone in the same state you live in
  10. Sold an MI auto policy with DocuSign
  11. Reviewed Stacking in PA,NM or FL
  12. Transferred to Nutmeg(other than flood) REF15589
  13. Handled an escalated caller
  14. Sold a standalone home policy
  15. Asked for the sale right after presenting price
  16. Explained the protector plus endorsement
  17. Sold an auto with PUP (REF18166)
  18. Spoke with someone with the same DOB as you
  19. Presented an auto(REF16559) or home(REF17805) feature or benefit
  20. Did NOT touch the PIF toggle
  21. Sold a bundle
  22. Read the recorded line script
  23. Sold a policy with a NEW AARP membership
  24. Sold a standalone auto policy