Discussand QuoteUmbrellacoverageQuoted 3bundles inone day$1,000 inRevenue onthe board(weekly)Invite 3RP's to in-personeventBind 10Policies(week)Help a co-workerbind apolicyMade 30outboundRP calls(Weekly)send 5quotesout in onedayReceived 5Leads fromReferralPartners(weekly)Call an RPand ask forfeedbackafter a clientis boundOne CallCloseHome/AutoBundleBind a policywith over$500 inRevenueOvercamea PriceObjectionEveryclient hasa task(weekly)2 hoursOutboundTalk Time(Daily)Schedulean RPmeeting inpersonReceivea positivereviewIssue 3 packHome/Auto/Otherfor a client.ReceiveclientreferralSold aFlood inan Xzone.Bind aTPG co-workersinsuranceClose aclient withhigherauto limitsBindUmbrellapolicyUsed"assumptiveclose"dialogueDiscussand QuoteUmbrellacoverageQuoted 3bundles inone day$1,000 inRevenue onthe board(weekly)Invite 3RP's to in-personeventBind 10Policies(week)Help a co-workerbind apolicyMade 30outboundRP calls(Weekly)send 5quotesout in onedayReceived 5Leads fromReferralPartners(weekly)Call an RPand ask forfeedbackafter a clientis boundOne CallCloseHome/AutoBundleBind a policywith over$500 inRevenueOvercamea PriceObjectionEveryclient hasa task(weekly)2 hoursOutboundTalk Time(Daily)Schedulean RPmeeting inpersonReceivea positivereviewIssue 3 packHome/Auto/Otherfor a client.ReceiveclientreferralSold aFlood inan Xzone.Bind aTPG co-workersinsuranceClose aclient withhigherauto limitsBindUmbrellapolicyUsed"assumptiveclose"dialogue

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