Marketinge-mail sentto agencystaffUsed QuoteStar to reachout to agentwith low activityto ask forbusinessCompleted 5+phone calls tofollow up onrenewal quotesover $5KBound anew policyover$10,000Bound newDistributorrisk over$5KBonus featuresold on anaccount (suchas extensionendt.)Helped onexisting quoterequest forteam matewhile they wereoutCompleted 5prospectingphone callsto agentsBoundnewChurchaccountBoundaccountrequiringnext-levelapprovalBound over$25,000 newbusinesspremium withno single policyover $10KQuoted 5unsupportedXS policiesBound an XSas the resultof crossselling anaccountAchieved 10%rate increaseon renewalpolicy over$15KBound 10or morenewpoliciesCompleted 5+phone calls tofollow up onnew businessquotesBound $20,000premium inproperty LOBat or abovepublished rateBound newManufacturingrisk over $5KProvided10 phonequotesHelped ateam matewith 5submissionsQuoted 20or moreaccountsCustomsolutionsoldaccountBound newSEV accountwithcompletedUAFSenthandwrittenpersonalizedcommunicationor recognitionto an agentProvidedtrainingwebinar toagentProvided anaverage of8+ quotes/day duringthe weekSent agencycommunicationspecificallyreinforcingteam membersas back-upTurned a declineto acceptablethroughappropriate use offorms not requiredby classBound 5newcontractorsMarketinge-mail sentto agencystaffUsed QuoteStar to reachout to agentwith low activityto ask forbusinessCompleted 5+phone calls tofollow up onrenewal quotesover $5KBound anew policyover$10,000Bound newDistributorrisk over$5KBonus featuresold on anaccount (suchas extensionendt.)Helped onexisting quoterequest forteam matewhile they wereoutCompleted 5prospectingphone callsto agentsBoundnewChurchaccountBoundaccountrequiringnext-levelapprovalBound over$25,000 newbusinesspremium withno single policyover $10KQuoted 5unsupportedXS policiesBound an XSas the resultof crossselling anaccountAchieved 10%rate increaseon renewalpolicy over$15KBound 10or morenewpoliciesCompleted 5+phone calls tofollow up onnew businessquotesBound $20,000premium inproperty LOBat or abovepublished rateBound newManufacturingrisk over $5KProvided10 phonequotesHelped ateam matewith 5submissionsQuoted 20or moreaccountsCustomsolutionsoldaccountBound newSEV accountwithcompletedUAFSenthandwrittenpersonalizedcommunicationor recognitionto an agentProvidedtrainingwebinar toagentProvided anaverage of8+ quotes/day duringthe weekSent agencycommunicationspecificallyreinforcingteam membersas back-upTurned a declineto acceptablethroughappropriate use offorms not requiredby classBound 5newcontractors

New Business 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. Marketing e-mail sent to agency staff
  2. Used Quote Star to reach out to agent with low activity to ask for business
  3. Completed 5+ phone calls to follow up on renewal quotes over $5K
  4. Bound a new policy over $10,000
  5. Bound new Distributor risk over $5K
  6. Bonus feature sold on an account (such as extension endt.)
  7. Helped on existing quote request for team mate while they were out
  8. Completed 5 prospecting phone calls to agents
  9. Bound new Church account
  10. Bound account requiring next-level approval
  11. Bound over $25,000 new business premium with no single policy over $10K
  12. Quoted 5 unsupported XS policies
  13. Bound an XS as the result of cross selling an account
  14. Achieved 10% rate increase on renewal policy over $15K
  15. Bound 10 or more new policies
  16. Completed 5+ phone calls to follow up on new business quotes
  17. Bound $20,000 premium in property LOB at or above published rate
  18. Bound new Manufacturing risk over $5K
  19. Provided 10 phone quotes
  20. Helped a team mate with 5 submissions
  21. Quoted 20 or more accounts
  22. Custom solution sold account
  23. Bound new SEV account with completed UAF
  24. Sent handwritten personalized communication or recognition to an agent
  25. Provided training webinar to agent
  26. Provided an average of 8+ quotes/ day during the week
  27. Sent agency communication specifically reinforcing team members as back-up
  28. Turned a decline to acceptable through appropriate use of forms not required by class
  29. Bound 5 new contractors