Spoke tosomeonethat ONLYwanted theduffel bagSold astandaloneauto policySold a bundlewhere one ofthe policieswas moreexpensiveAsked forsign off onevery saleHandledanescalatedcallerSold abundleOvercameanobjectionReferredto UWAsked forthe sale rightafterpresentingpriceExplainedthe protectorplusendorsementTransferredtoNutmeg(otherthan flood)REF15589Spoke withsomeonewith thesame DOBas youDeclinedan auto orhomepolicySpoke tosomeone inthe samestate you liveinRead therecordedline scriptSold astandalonehomepolicyDid NOTtouch thePIF toggleReviewedStackingin PA,NMor FLSold anMI autopolicy withDocuSignSold apolicy with aNEW AARPmembershipExplainedthe 5paymentplanbreakdownSearchedin clientfor a priorcustomerPresented anauto(REF16559)orhome(REF17805)feature or benefitSold an autowith PUP(REF18166)Spoke tosomeonethat ONLYwanted theduffel bagSold astandaloneauto policySold a bundlewhere one ofthe policieswas moreexpensiveAsked forsign off onevery saleHandledanescalatedcallerSold abundleOvercameanobjectionReferredto UWAsked forthe sale rightafterpresentingpriceExplainedthe protectorplusendorsementTransferredtoNutmeg(otherthan flood)REF15589Spoke withsomeonewith thesame DOBas youDeclinedan auto orhomepolicySpoke tosomeone inthe samestate you liveinRead therecordedline scriptSold astandalonehomepolicyDid NOTtouch thePIF toggleReviewedStackingin PA,NMor FLSold anMI autopolicy withDocuSignSold apolicy with aNEW AARPmembershipExplainedthe 5paymentplanbreakdownSearchedin clientfor a priorcustomerPresented anauto(REF16559)orhome(REF17805)feature or benefitSold an autowith PUP(REF18166)

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