Issue 3 packHome/Auto/Otherfor a client.Quoted 3bundles inone dayBind aTPG co-workersinsuranceEveryclient hasa task(weekly)Received 5Leads fromReferralPartners(weekly)$1,000 inRevenue onthe board(weekly)Schedulean RPmeeting inpersonInvite 3RP's to in-personeventCall an RPand ask forfeedbackafter a clientis boundHelp a co-workerbind apolicyMade 30outboundRP calls(Weekly)BindUmbrellapolicyBind a policywith over$500 inRevenueSold aFlood inan Xzone.Discussand QuoteUmbrellacoverageReceiveclientreferralsend 5quotesout in onedayOne CallCloseHome/AutoBundleReceivea positivereview2 hoursOutboundTalk Time(Daily)Overcamea PriceObjectionUsed"assumptiveclose"dialogueBind 10Policies(week)Close aclient withhigherauto limitsIssue 3 packHome/Auto/Otherfor a client.Quoted 3bundles inone dayBind aTPG co-workersinsuranceEveryclient hasa task(weekly)Received 5Leads fromReferralPartners(weekly)$1,000 inRevenue onthe board(weekly)Schedulean RPmeeting inpersonInvite 3RP's to in-personeventCall an RPand ask forfeedbackafter a clientis boundHelp a co-workerbind apolicyMade 30outboundRP calls(Weekly)BindUmbrellapolicyBind a policywith over$500 inRevenueSold aFlood inan Xzone.Discussand QuoteUmbrellacoverageReceiveclientreferralsend 5quotesout in onedayOne CallCloseHome/AutoBundleReceivea positivereview2 hoursOutboundTalk Time(Daily)Overcamea PriceObjectionUsed"assumptiveclose"dialogueBind 10Policies(week)Close aclient withhigherauto limits

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.


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