Received2 CLTodayAttended ameetingother thanwith a clientReceivedresponsefrom JeffHad 1 nonwork relatedconversationwith a co-workerVisitedJB/AaronSent 3GNTodayRequestedPre-Acceptancereview fromJB/AaronReceived10 piecesof mailSent 12ndGNReceived1 past duenoticeSent aquestionto JeffReceived2 premiumduenoticesSent 4CLtodaySent 1PremiumDueRequestAskedJB/Aaron toverify policydetailsContactedJB/Aaronabout a pastdue premiumReceivedquestionfromTrustee/clientProcessed3 checkstodayReviewed1 annualstatementAskedJB/Aaron toconfirmpremiumamountReceived Okfrom JB/Aaronto sendGrantor reportHad 1 clientcall/meetingtodayContactedRemeidationregardingquestion fromTrustee/ClientResponded toaTrustee/clientsquestionReceived2 CLTodayAttended ameetingother thanwith a clientReceivedresponsefrom JeffHad 1 nonwork relatedconversationwith a co-workerVisitedJB/AaronSent 3GNTodayRequestedPre-Acceptancereview fromJB/AaronReceived10 piecesof mailSent 12ndGNReceived1 past duenoticeSent aquestionto JeffReceived2 premiumduenoticesSent 4CLtodaySent 1PremiumDueRequestAskedJB/Aaron toverify policydetailsContactedJB/Aaronabout a pastdue premiumReceivedquestionfromTrustee/clientProcessed3 checkstodayReviewed1 annualstatementAskedJB/Aaron toconfirmpremiumamountReceived Okfrom JB/Aaronto sendGrantor reportHad 1 clientcall/meetingtodayContactedRemeidationregardingquestion fromTrustee/ClientResponded toaTrustee/clientsquestion

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