Ask whatare yourplans for theweekendEngauge inan insuranceconversationAsk aboutwhat thesummerproject isOfferOnlinebankingOfferMobilebankingTell meaboutyourbusinessAsk whereis the bestfish fryWalk aclient overto abankerNotes inAIM forprospectingreferralsOffer aCLC forOverdraftReferralSentAsk whatis newwith thekidsReferralSentAsk what isyour favoriteHaywardfestivalThank aVet fortheirserviceAsk aboutthe upcomingtravel plansReferralSentOffer aFinancialReviewReferralSentHand outa dogtreatFREEspot on aSNOWDAYHand out abusinesscard after aconversationReferralSentAsk whatdo you dofor a livingAsk whatare yourplans for theweekendEngauge inan insuranceconversationAsk aboutwhat thesummerproject isOfferOnlinebankingOfferMobilebankingTell meaboutyourbusinessAsk whereis the bestfish fryWalk aclient overto abankerNotes inAIM forprospectingreferralsOffer aCLC forOverdraftReferralSentAsk whatis newwith thekidsReferralSentAsk what isyour favoriteHaywardfestivalThank aVet fortheirserviceAsk aboutthe upcomingtravel plansReferralSentOffer aFinancialReviewReferralSentHand outa dogtreatFREEspot on aSNOWDAYHand out abusinesscard after aconversationReferralSentAsk whatdo you dofor a living

JFG Client Service Specialist - 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. Ask what are your plans for the weekend
  2. Engauge in an insurance conversation
  3. Ask about what the summer project is
  4. Offer Online banking
  5. Offer Mobile banking
  6. Tell me about your business
  7. Ask where is the best fish fry
  8. Walk a client over to a banker
  9. Notes in AIM for prospecting referrals
  10. Offer a CLC for Overdraft
  11. Referral Sent
  12. Ask what is new with the kids
  13. Referral Sent
  14. Ask what is your favorite Hayward festival
  15. Thank a Vet for their service
  16. Ask about the up coming travel plans
  17. Referral Sent
  18. Offer a Financial Review
  19. Referral Sent
  20. Hand out a dog treat
  21. FREE spot on a SNOW DAY
  22. Hand out a business card after a conversation
  23. Referral Sent
  24. Ask what do you do for a living