Sent aquestionto JeffHad 1 nonwork relatedconversationwith a co-workerContactedRemeidationregardingquestion fromTrustee/ClientAttended ameetingother thanwith a clientReceived2 premiumduenoticesRequestedPre-Acceptancereview fromJB/AaronAskedJB/Aaron toverify policydetailsVisitedJB/AaronReceived Okfrom JB/Aaronto sendGrantor reportReceived10 piecesof mailReceived1 past duenoticeSent 3GNTodayReceivedquestionfromTrustee/clientSent 12ndGNAskedJB/Aaron toconfirmpremiumamountSent 4CLtodayContactedJB/Aaronabout a pastdue premiumHad 1 clientcall/meetingtodayResponded toaTrustee/clientsquestionReviewed1 annualstatementReceived2 CLTodayReceivedresponsefrom JeffProcessed3 checkstodaySent 1PremiumDueRequestSent aquestionto JeffHad 1 nonwork relatedconversationwith a co-workerContactedRemeidationregardingquestion fromTrustee/ClientAttended ameetingother thanwith a clientReceived2 premiumduenoticesRequestedPre-Acceptancereview fromJB/AaronAskedJB/Aaron toverify policydetailsVisitedJB/AaronReceived Okfrom JB/Aaronto sendGrantor reportReceived10 piecesof mailReceived1 past duenoticeSent 3GNTodayReceivedquestionfromTrustee/clientSent 12ndGNAskedJB/Aaron toconfirmpremiumamountSent 4CLtodayContactedJB/Aaronabout a pastdue premiumHad 1 clientcall/meetingtodayResponded toaTrustee/clientsquestionReviewed1 annualstatementReceived2 CLTodayReceivedresponsefrom JeffProcessed3 checkstodaySent 1PremiumDueRequest

BINGO - TA - 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
  1. Sent a question to Jeff
  2. Had 1 non work related conversation with a co-worker
  3. Contacted Remeidation regarding question from Trustee/Client
  4. Attended a meeting other than with a client
  5. Received 2 premium due notices
  6. Requested Pre-Acceptance review from JB/Aaron
  7. Asked JB/Aaron to verify policy details
  8. Visited JB/Aaron
  9. Received Ok from JB/Aaron to send Grantor report
  10. Received 10 pieces of mail
  11. Received 1 past due notice
  12. Sent 3 GN Today
  13. Received question from Trustee/client
  14. Sent 1 2nd GN
  15. Asked JB/Aaron to confirm premium amount
  16. Sent 4 CL today
  17. Contacted JB/Aaron about a past due premium
  18. Had 1 client call/meeting today
  19. Responded to a Trustee/clients question
  20. Reviewed 1 annual statement
  21. Received 2 CL Today
  22. Received response from Jeff
  23. Processed 3 checks today
  24. Sent 1 Premium Due Request