Life Apps and Forms Address Change Name Change Values Agent Outbound Call Term Did not verify SSN Policy Number starts with 1 Universal Life Whole Life Someone other than PO/Agent Premium AFT Put caller on Hold Policy number starts with 3 Survey Quote Someone other than PO/Agent Verified beneficiary RBI Paid to Date given Dividends Extended Term Insurance Form review 31 day grace period Letter review Conversion Policy Owner DocuSign Beneficiary Change Mail Requirements Reinstatement Life Policy Viewer Loan Policy effective date Policy Number starts with 2 Transfer to Billing Center Maximum Indebtedness Verified SSN Life Apps and Forms Address Change Name Change Values Agent Outbound Call Term Did not verify SSN Policy Number starts with 1 Universal Life Whole Life Someone other than PO/Agent Premium AFT Put caller on Hold Policy number starts with 3 Survey Quote Someone other than PO/Agent Verified beneficiary RBI Paid to Date given Dividends Extended Term Insurance Form review 31 day grace period Letter review Conversion Policy Owner DocuSign Beneficiary Change Mail Requirements Reinstatement Life Policy Viewer Loan Policy effective date Policy Number starts with 2 Transfer to Billing Center Maximum Indebtedness Verified SSN
(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.
Life Apps and Forms
Address Change
Name Change
Values
Agent
Outbound Call
Term
Did not
verify
SSN
Policy
Number
starts with
1
Universal Life
Whole Life
Someone
other than
PO/Agent
Premium
AFT
Put caller on Hold
Policy
number
starts with
3
Survey
Quote
Someone
other than
PO/Agent
Verified
beneficiary
RBI
Paid to Date given
Dividends
Extended Term Insurance
Form
review
31 day grace period
Letter review
Conversion
Policy Owner
DocuSign
Beneficiary Change
Mail Requirements
Reinstatement
Life Policy Viewer
Loan
Policy effective date
Policy
Number
starts with
2
Transfer
to Billing
Center
Maximum Indebtedness
Verified
SSN