DiscussedDividendsUpdatedanaddressCustomersays“Trust-Stage”Customeris drivingCustomeris fromNew YorkCustomerthankedyou byname!Wentreadyright aftera callDeescalateda callerEmailed achange ofbeneficiaryformOfferedthesurveyTransferreda customerto salesSet upAutoPayWished PatMcCoolHappyRetirement!Conserveda policyPromotedthe onlinewebsiteSpoketo aspouseHelped anagent onthe helplineSent apolicysummaryCheckedOLRRNotesCustomeris fromIowaReviewedcurrentcoverageSomeoneasksaboutweatherCheckedOLRRnotesProcesseda loanrequestDiscussedDividendsUpdatedanaddressCustomersays“Trust-Stage”Customeris drivingCustomeris fromNew YorkCustomerthankedyou byname!Wentreadyright aftera callDeescalateda callerEmailed achange ofbeneficiaryformOfferedthesurveyTransferreda customerto salesSet upAutoPayWished PatMcCoolHappyRetirement!Conserveda policyPromotedthe onlinewebsiteSpoketo aspouseHelped anagent onthe helplineSent apolicysummaryCheckedOLRRNotesCustomeris fromIowaReviewedcurrentcoverageSomeoneasksaboutweatherCheckedOLRRnotesProcesseda loanrequest

Untitled 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. Discussed Dividends
  2. Updated an address
  3. Customer says “Trust-Stage”
  4. Customer is driving
  5. Customer is from New York
  6. Customer thanked you by name!
  7. Went ready right after a call
  8. Deescalated a caller
  9. Emailed a change of beneficiary form
  10. Offered the survey
  11. Transferred a customer to sales
  12. Set up Auto Pay
  13. Wished Pat McCool Happy Retirement!
  14. Conserved a policy
  15. Promoted the online website
  16. Spoke to a spouse
  17. Helped an agent on the help line
  18. Sent a policy summary
  19. Checked OLRR Notes
  20. Customer is from Iowa
  21. Reviewed current coverage
  22. Someone asks about weather
  23. Checked OLRR notes
  24. Processed a loan request