Referredto UWSold anMI autopolicy withDocuSignAsked forthe sale rightafterpresentingpriceSpoke tosomeonethat ONLYwanted theduffel bagSold apolicy with aNEW AARPmembershipRead therecordedline scriptReviewedStackingin PA,NMor FLDeclinedan auto orhomepolicySold an autowith PUP(REF18166)TransferredtoNutmeg(otherthan flood)REF15589Asked forsign off onevery saleSold abundleSearchedin clientfor a priorcustomerSold astandalonehomepolicySold astandaloneauto policySold a bundlewhere one ofthe policieswas moreexpensivePresented anauto(REF16559)orhome(REF17805)feature or benefitHandledanescalatedcallerDid NOTtouch thePIF toggleOvercameanobjectionSpoke withsomeonewith thesame DOBas youExplainedthe protectorplusendorsementSpoke tosomeone inthe samestate you liveinExplainedthe 5paymentplanbreakdownReferredto UWSold anMI autopolicy withDocuSignAsked forthe sale rightafterpresentingpriceSpoke tosomeonethat ONLYwanted theduffel bagSold apolicy with aNEW AARPmembershipRead therecordedline scriptReviewedStackingin PA,NMor FLDeclinedan auto orhomepolicySold an autowith PUP(REF18166)TransferredtoNutmeg(otherthan flood)REF15589Asked forsign off onevery saleSold abundleSearchedin clientfor a priorcustomerSold astandalonehomepolicySold astandaloneauto policySold a bundlewhere one ofthe policieswas moreexpensivePresented anauto(REF16559)orhome(REF17805)feature or benefitHandledanescalatedcallerDid NOTtouch thePIF toggleOvercameanobjectionSpoke withsomeonewith thesame DOBas youExplainedthe protectorplusendorsementSpoke tosomeone inthe samestate you liveinExplainedthe 5paymentplanbreakdown

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