Completed 5prospectingphone callsto agentsQuoted 20or moreaccountsHelped ateam matewith 5submissionsCompleted 5+phone calls tofollow up onrenewal quotesover $5KCompleted 5+phone calls tofollow up onnew businessquotesBound an XSas the resultof crossselling anaccountBound newDistributorrisk over$5KSent agencycommunicationspecificallyreinforcingteam membersas back-upBound anew policyover$10,000BoundnewChurchaccountTurned a declineto acceptablethroughappropriate use offorms not requiredby classProvided anaverage of8+ quotes/day duringthe weekProvided10 phonequotesBonus featuresold on anaccount (suchas extensionendt.)Providedtrainingwebinar toagentAchieved 10%rate increaseon renewalpolicy over$15KUsed QuoteStar to reachout to agentwith low activityto ask forbusinessBoundaccountrequiringnext-levelapprovalBound 10or morenewpoliciesBound 5newcontractorsQuoted 5unsupportedXS policiesBound newSEV accountwithcompletedUAFBound $20,000premium inproperty LOBat or abovepublished rateMarketinge-mail sentto agencystaffSenthandwrittenpersonalizedcommunicationor recognitionto an agentBound over$25,000 newbusinesspremium withno single policyover $10KCustomsolutionsoldaccountHelped onexisting quoterequest forteam matewhile they wereoutBound newManufacturingrisk over $5KCompleted 5prospectingphone callsto agentsQuoted 20or moreaccountsHelped ateam matewith 5submissionsCompleted 5+phone calls tofollow up onrenewal quotesover $5KCompleted 5+phone calls tofollow up onnew businessquotesBound an XSas the resultof crossselling anaccountBound newDistributorrisk over$5KSent agencycommunicationspecificallyreinforcingteam membersas back-upBound anew policyover$10,000BoundnewChurchaccountTurned a declineto acceptablethroughappropriate use offorms not requiredby classProvided anaverage of8+ quotes/day duringthe weekProvided10 phonequotesBonus featuresold on anaccount (suchas extensionendt.)Providedtrainingwebinar toagentAchieved 10%rate increaseon renewalpolicy over$15KUsed QuoteStar to reachout to agentwith low activityto ask forbusinessBoundaccountrequiringnext-levelapprovalBound 10or morenewpoliciesBound 5newcontractorsQuoted 5unsupportedXS policiesBound newSEV accountwithcompletedUAFBound $20,000premium inproperty LOBat or abovepublished rateMarketinge-mail sentto agencystaffSenthandwrittenpersonalizedcommunicationor recognitionto an agentBound over$25,000 newbusinesspremium withno single policyover $10KCustomsolutionsoldaccountHelped onexisting quoterequest forteam matewhile they wereoutBound newManufacturingrisk over $5K

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Completed 5 prospecting phone calls to agents
  2. Quoted 20 or more accounts
  3. Helped a team mate with 5 submissions
  4. Completed 5+ phone calls to follow up on renewal quotes over $5K
  5. Completed 5+ phone calls to follow up on new business quotes
  6. Bound an XS as the result of cross selling an account
  7. Bound new Distributor risk over $5K
  8. Sent agency communication specifically reinforcing team members as back-up
  9. Bound a new policy over $10,000
  10. Bound new Church account
  11. Turned a decline to acceptable through appropriate use of forms not required by class
  12. Provided an average of 8+ quotes/ day during the week
  13. Provided 10 phone quotes
  14. Bonus feature sold on an account (such as extension endt.)
  15. Provided training webinar to agent
  16. Achieved 10% rate increase on renewal policy over $15K
  17. Used Quote Star to reach out to agent with low activity to ask for business
  18. Bound account requiring next-level approval
  19. Bound 10 or more new policies
  20. Bound 5 new contractors
  21. Quoted 5 unsupported XS policies
  22. Bound new SEV account with completed UAF
  23. Bound $20,000 premium in property LOB at or above published rate
  24. Marketing e-mail sent to agency staff
  25. Sent handwritten personalized communication or recognition to an agent
  26. Bound over $25,000 new business premium with no single policy over $10K
  27. Custom solution sold account
  28. Helped on existing quote request for team mate while they were out
  29. Bound new Manufacturing risk over $5K