AskedTeamif theyneeded helpReceived5 piecesof mailMailed 5GrantorreportsUploadednew clientdocumentsHad a nonwork relatedconversationwith a co-workerSent DRatedpolicy toJB/AaronMailed aC ratedGrantorReportMailed aA ratedGrantorReportReceived Okfrom JB/Aaronto sendGrantorReportAttended ameetingother thanwith a clientParticipatedin a clientcallCalledaCarrierSent FratedPolicy toJB/AaronAskedTeamleader aquestionMailed 10GrantorReportsSaid Hi to JonWessels andasked aboutthe weatherMade grantorbeneficiarycorrections inIQRequestedDeathclaim formResolveavarianceReviewed1 annualStatementMailed aB ratedGrantorReportVisitedJB/AaronSentquestionto IQResolved5VariancesAskedTeamif theyneeded helpReceived5 piecesof mailMailed 5GrantorreportsUploadednew clientdocumentsHad a nonwork relatedconversationwith a co-workerSent DRatedpolicy toJB/AaronMailed aC ratedGrantorReportMailed aA ratedGrantorReportReceived Okfrom JB/Aaronto sendGrantorReportAttended ameetingother thanwith a clientParticipatedin a clientcallCalledaCarrierSent FratedPolicy toJB/AaronAskedTeamleader aquestionMailed 10GrantorReportsSaid Hi to JonWessels andasked aboutthe weatherMade grantorbeneficiarycorrections inIQRequestedDeathclaim formResolveavarianceReviewed1 annualStatementMailed aB ratedGrantorReportVisitedJB/AaronSentquestionto IQResolved5Variances

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.


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