Postedyour SEPused inteam slackEnrolledclient inPDPEnrolledcustomerusingCHRFound3needsSend aproposalGreatnotes tohelp withfollow-upTransitionstatementafterdisclaimersDon't askSEPquestion tillafterpresentationUseddirectiveintroSchedulea follow-upCheckedMarx afterdoingNeedsGave amotivationalquote in yourteam slackCheckedin with TMafter 0/3SquareyourcustomersneedsEnrolledclientusing LECEnrolledclient withLIS/MedicaidEnrolledcustomerusingDSTAsk fora friendreferralUsed Ican helpwith thatEnrolledcustomerin 5 StarPlanAsk fora familyreferralEnrolledcustomernew toMedicareEnrolledcustomerusingMOVOvercomeobjectionsthreetimesPostedyour SEPused inteam slackEnrolledclient inPDPEnrolledcustomerusingCHRFound3needsSend aproposalGreatnotes tohelp withfollow-upTransitionstatementafterdisclaimersDon't askSEPquestion tillafterpresentationUseddirectiveintroSchedulea follow-upCheckedMarx afterdoingNeedsGave amotivationalquote in yourteam slackCheckedin with TMafter 0/3SquareyourcustomersneedsEnrolledclientusing LECEnrolledclient withLIS/MedicaidEnrolledcustomerusingDSTAsk fora friendreferralUsed Ican helpwith thatEnrolledcustomerin 5 StarPlanAsk fora familyreferralEnrolledcustomernew toMedicareEnrolledcustomerusingMOVOvercomeobjectionsthreetimes

GH SEP 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. Posted your SEP used in team slack
  2. Enrolled client in PDP
  3. Enrolled customer using CHR
  4. Found 3 needs
  5. Send a proposal
  6. Great notes to help with follow-up
  7. Transition statement after disclaimers
  8. Don't ask SEP question till after presentation
  9. Used directive intro
  10. Schedule a follow-up
  11. Checked Marx after doing Needs
  12. Gave a motivational quote in your team slack
  13. Checked in with TM after 0/3
  14. Square your customers needs
  15. Enrolled client using LEC
  16. Enrolled client with LIS/Medicaid
  17. Enrolled customer using DST
  18. Ask for a friend referral
  19. Used I can help with that
  20. Enrolled customer in 5 Star Plan
  21. Ask for a family referral
  22. Enrolled customer new to Medicare
  23. Enrolled customer using MOV
  24. Overcome objections three times