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