Referredto UWSold a bundlewhere one ofthe policieswas moreexpensiveSold astandaloneauto policySpoke withsomeonewith thesame DOBas youRead therecordedline scriptPresented anauto(REF16559)orhome(REF17805)feature or benefitDeclinedan auto orhomepolicySold apolicy with aNEW AARPmembershipDid NOTtouch thePIF toggleSold an autowith PUP(REF18166)HandledanescalatedcallerAsked forsign off onevery saleSold anMI autopolicy withDocuSignSearchedin clientfor a priorcustomerSpoke tosomeonethat ONLYwanted theduffel bagSold abundleExplainedthe 5paymentplanbreakdownExplainedthe protectorplusendorsementReviewedStackingin PA,NMor FLSpoke tosomeone inthe samestate you liveinSold astandalonehomepolicyTransferredtoNutmeg(otherthan flood)REF15589OvercameanobjectionAsked forthe sale rightafterpresentingpriceReferredto UWSold a bundlewhere one ofthe policieswas moreexpensiveSold astandaloneauto policySpoke withsomeonewith thesame DOBas youRead therecordedline scriptPresented anauto(REF16559)orhome(REF17805)feature or benefitDeclinedan auto orhomepolicySold apolicy with aNEW AARPmembershipDid NOTtouch thePIF toggleSold an autowith PUP(REF18166)HandledanescalatedcallerAsked forsign off onevery saleSold anMI autopolicy withDocuSignSearchedin clientfor a priorcustomerSpoke tosomeonethat ONLYwanted theduffel bagSold abundleExplainedthe 5paymentplanbreakdownExplainedthe protectorplusendorsementReviewedStackingin PA,NMor FLSpoke tosomeone inthe samestate you liveinSold astandalonehomepolicyTransferredtoNutmeg(otherthan flood)REF15589OvercameanobjectionAsked forthe sale rightafterpresentingprice

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