VisitedJB/AaronMailed 10GrantorReportsReviewed1 annualStatementParticipatedin a clientcallReceived Okfrom JB/Aaronto sendGrantorReportAskedTeamif theyneeded helpMade grantorbeneficiarycorrections inIQSentquestionto IQSaid Hi to JonWessels andasked aboutthe weatherSent DRatedpolicy toJB/AaronUploadednew clientdocumentsResolveavarianceSent FratedPolicy toJB/AaronResolved5VariancesAskedTeamleader aquestionHad a nonwork relatedconversationwith a co-workerCalledaCarrierMailed aB ratedGrantorReportMailed aC ratedGrantorReportAttended ameetingother thanwith a clientMailed 5GrantorreportsRequestedDeathclaim formReceived5 piecesof mailMailed aA ratedGrantorReportVisitedJB/AaronMailed 10GrantorReportsReviewed1 annualStatementParticipatedin a clientcallReceived Okfrom JB/Aaronto sendGrantorReportAskedTeamif theyneeded helpMade grantorbeneficiarycorrections inIQSentquestionto IQSaid Hi to JonWessels andasked aboutthe weatherSent DRatedpolicy toJB/AaronUploadednew clientdocumentsResolveavarianceSent FratedPolicy toJB/AaronResolved5VariancesAskedTeamleader aquestionHad a nonwork relatedconversationwith a co-workerCalledaCarrierMailed aB ratedGrantorReportMailed aC ratedGrantorReportAttended ameetingother thanwith a clientMailed 5GrantorreportsRequestedDeathclaim formReceived5 piecesof mailMailed aA ratedGrantorReport

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