AskedTeamif theyneeded helpSent FratedPolicy toJB/AaronMailed aB ratedGrantorReportSaid Hi to JonWessels andasked aboutthe weatherParticipatedin a clientcallMailed 5GrantorreportsResolved5VariancesReviewed1 annualStatementMailed aA ratedGrantorReportAskedTeamleader aquestionUploadednew clientdocumentsHad a nonwork relatedconversationwith a co-workerSentquestionto IQSent DRatedpolicy toJB/AaronResolveavarianceVisitedJB/AaronCalledaCarrierReceived Okfrom JB/Aaronto sendGrantorReportMailed aC ratedGrantorReportReceived5 piecesof mailAttended ameetingother thanwith a clientRequestedDeathclaim formMade grantorbeneficiarycorrections inIQMailed 10GrantorReportsAskedTeamif theyneeded helpSent FratedPolicy toJB/AaronMailed aB ratedGrantorReportSaid Hi to JonWessels andasked aboutthe weatherParticipatedin a clientcallMailed 5GrantorreportsResolved5VariancesReviewed1 annualStatementMailed aA ratedGrantorReportAskedTeamleader aquestionUploadednew clientdocumentsHad a nonwork relatedconversationwith a co-workerSentquestionto IQSent DRatedpolicy toJB/AaronResolveavarianceVisitedJB/AaronCalledaCarrierReceived Okfrom JB/Aaronto sendGrantorReportMailed aC ratedGrantorReportReceived5 piecesof mailAttended ameetingother thanwith a clientRequestedDeathclaim formMade grantorbeneficiarycorrections inIQMailed 10GrantorReports

BINGO - Associate 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.


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  1. Asked Team if they needed help
  2. Sent F rated Policy to JB/Aaron
  3. Mailed a B rated Grantor Report
  4. Said Hi to Jon Wessels and asked about the weather
  5. Participated in a client call
  6. Mailed 5 Grantor reports
  7. Resolved 5 Variances
  8. Reviewed 1 annual Statement
  9. Mailed a A rated Grantor Report
  10. Asked Team leader a question
  11. Uploaded new client documents
  12. Had a non work related conversation with a co-worker
  13. Sent question to IQ
  14. Sent D Rated policy to JB/Aaron
  15. Resolve a variance
  16. Visited JB/Aaron
  17. Called a Carrier
  18. Received Ok from JB/Aaron to send Grantor Report
  19. Mailed a C rated Grantor Report
  20. Received 5 pieces of mail
  21. Attended a meeting other than with a client
  22. Requested Death claim form
  23. Made grantor beneficiary corrections in IQ
  24. Mailed 10 Grantor Reports