Call an RPand ask forfeedbackafter a clientis boundHelp a co-workerbind apolicyUsed"assumptiveclose"dialogueReceived 5Leads fromReferralPartners(weekly)Schedulean RPmeeting inpersonReceiveclientreferralsend 5quotesout in onedayQuoted 3bundles inone dayBind 10Policies(week)Receivea positivereviewIssue 3 packHome/Auto/Otherfor a client.BindUmbrellapolicyDiscussand QuoteUmbrellacoverageOvercamea PriceObjectionEveryclient hasa task(weekly)One CallCloseHome/AutoBundleInvite 3RP's to in-personeventMade 30outboundRP calls(Weekly)Close aclient withhigherauto limits2 hoursOutboundTalk Time(Daily)Sold aFlood inan Xzone.Bind aTPG co-workersinsuranceBind a policywith over$500 inRevenue$1,000 inRevenue onthe board(weekly)Call an RPand ask forfeedbackafter a clientis boundHelp a co-workerbind apolicyUsed"assumptiveclose"dialogueReceived 5Leads fromReferralPartners(weekly)Schedulean RPmeeting inpersonReceiveclientreferralsend 5quotesout in onedayQuoted 3bundles inone dayBind 10Policies(week)Receivea positivereviewIssue 3 packHome/Auto/Otherfor a client.BindUmbrellapolicyDiscussand QuoteUmbrellacoverageOvercamea PriceObjectionEveryclient hasa task(weekly)One CallCloseHome/AutoBundleInvite 3RP's to in-personeventMade 30outboundRP calls(Weekly)Close aclient withhigherauto limits2 hoursOutboundTalk Time(Daily)Sold aFlood inan Xzone.Bind aTPG co-workersinsuranceBind a policywith over$500 inRevenue$1,000 inRevenue onthe board(weekly)

Insurance Sales Bingo! - 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. Call an RP and ask for feedback after a client is bound
  2. Help a co-worker bind a policy
  3. Used "assumptive close" dialogue
  4. Received 5 Leads from Referral Partners (weekly)
  5. Schedule an RP meeting in person
  6. Receive client referral
  7. send 5 quotes out in one day
  8. Quoted 3 bundles in one day
  9. Bind 10 Policies (week)
  10. Receive a positive review
  11. Issue 3 pack Home/Auto/Other for a client.
  12. Bind Umbrella policy
  13. Discuss and Quote Umbrella coverage
  14. Overcame a Price Objection
  15. Every client has a task (weekly)
  16. One Call Close Home/Auto Bundle
  17. Invite 3 RP's to in-person event
  18. Made 30 outbound RP calls (Weekly)
  19. Close a client with higher auto limits
  20. 2 hours Outbound Talk Time (Daily)
  21. Sold a Flood in an X zone.
  22. Bind a TPG co-workers insurance
  23. Bind a policy with over $500 in Revenue
  24. $1,000 in Revenue on the board (weekly)