PolicyNumberstarts with2SurrenderTransferredto aSpecialistReinstatementPolicyOwnerNameChangeLoanPremiumLife AppsandFormsPolicynumberstarts with3Rep wasconfidentandprofessionalDocuSignAFTTransferredto aTechnicianDid notuseJargonRequirementsneeded?FormreviewSomeoneother thanPO/AgentBeneficiaryChangeDid notverifybeneficiaryDid notverifySSNHoldVerifiedSSNUsedJargonAgentValuesAssignmentVerifiedbeneficiaryTransferto BillingCenterAddressChangeOwnerChangePolicyNumberstarts with2SurrenderTransferredto aSpecialistReinstatementPolicyOwnerNameChangeLoanPremiumLife AppsandFormsPolicynumberstarts with3Rep wasconfidentandprofessionalDocuSignAFTTransferredto aTechnicianDid notuseJargonRequirementsneeded?FormreviewSomeoneother thanPO/AgentBeneficiaryChangeDid notverifybeneficiaryDid notverifySSNHoldVerifiedSSNUsedJargonAgentValuesAssignmentVerifiedbeneficiaryTransferto BillingCenterAddressChangeOwnerChange

Life Services Phone Call 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
30
31
  1. Policy Number starts with 2
  2. Surrender
  3. Transferred to a Specialist
  4. Reinstatement
  5. Policy Owner
  6. Name Change
  7. Loan
  8. Premium
  9. Life Apps and Forms
  10. Policy number starts with 3
  11. Rep was confident and professional
  12. DocuSign
  13. AFT
  14. Transferred to a Technician
  15. Did not use Jargon
  16. Requirements needed?
  17. Form review
  18. Someone other than PO/Agent
  19. Beneficiary Change
  20. Did not verify beneficiary
  21. Did not verify SSN
  22. Hold
  23. Verified SSN
  24. Used Jargon
  25. Agent
  26. Values
  27. Assignment
  28. Verified beneficiary
  29. Transfer to Billing Center
  30. Address Change
  31. Owner Change