HandledanescalatedcallerExplainedthe protectorplusendorsementReviewedStackingin PA,NMor FLSold astandalonehomepolicySold apolicy with aNEW AARPmembershipRead therecordedline scriptOvercameanobjectionAsked forthe sale rightafterpresentingpriceSpoke withsomeonewith thesame DOBas youDeclinedan auto orhomepolicyTransferredtoNutmeg(otherthan flood)REF15589Searchedin clientfor a priorcustomerPresented anauto(REF16559)orhome(REF17805)feature or benefitSold astandaloneauto policySold abundleDid NOTtouch thePIF toggleAsked forsign off onevery saleReferredto UWExplainedthe 5paymentplanbreakdownSpoke tosomeonethat ONLYwanted theduffel bagSold an autowith PUP(REF18166)Sold a bundlewhere one ofthe policieswas moreexpensiveSpoke tosomeone inthe samestate you liveinSold anMI autopolicy withDocuSignHandledanescalatedcallerExplainedthe protectorplusendorsementReviewedStackingin PA,NMor FLSold astandalonehomepolicySold apolicy with aNEW AARPmembershipRead therecordedline scriptOvercameanobjectionAsked forthe sale rightafterpresentingpriceSpoke withsomeonewith thesame DOBas youDeclinedan auto orhomepolicyTransferredtoNutmeg(otherthan flood)REF15589Searchedin clientfor a priorcustomerPresented anauto(REF16559)orhome(REF17805)feature or benefitSold astandaloneauto policySold abundleDid NOTtouch thePIF toggleAsked forsign off onevery saleReferredto UWExplainedthe 5paymentplanbreakdownSpoke tosomeonethat ONLYwanted theduffel bagSold an autowith PUP(REF18166)Sold a bundlewhere one ofthe policieswas moreexpensiveSpoke tosomeone inthe samestate you liveinSold anMI autopolicy withDocuSign

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