Explainedwhat"endow"meansAttendedpod calloncameraMade 20total callsfor thedayCompletedAnnualComplianceTrainingSent a quoteor apprequest tothe InboundTeamApp assistfor caseover $5kin targetExplainedthat we areConcourseand notProtectiveCreatedopportunityinSmartOfficeMade aproactivecallUpsold aquote oran appMade afollow-up callHostedgroupwebinarMade afollow-up callAttendedteammeeting oncameraGot areferralfrom an FAor BOAUpsold aquote oran appSent emailcampaignto over 50peopleMade aproactivecallUpsolda quoteor appAddedpersonal infoto an FA'sSmartOfficepageUsed avaluestatementon a callAdd newTarget FA toset inSmartOfficeMade afollow-up callSent aquoterequest toeNoahExplainedwhat"endow"meansAttendedpod calloncameraMade 20total callsfor thedayCompletedAnnualComplianceTrainingSent a quoteor apprequest tothe InboundTeamApp assistfor caseover $5kin targetExplainedthat we areConcourseand notProtectiveCreatedopportunityinSmartOfficeMade aproactivecallUpsold aquote oran appMade afollow-up callHostedgroupwebinarMade afollow-up callAttendedteammeeting oncameraGot areferralfrom an FAor BOAUpsold aquote oran appSent emailcampaignto over 50peopleMade aproactivecallUpsolda quoteor appAddedpersonal infoto an FA'sSmartOfficepageUsed avaluestatementon a callAdd newTarget FA toset inSmartOfficeMade afollow-up callSent aquoterequest toeNoah

October 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. Explained what "endow" means
  2. Attended pod call on camera
  3. Made 20 total calls for the day
  4. Completed Annual Compliance Training
  5. Sent a quote or app request to the Inbound Team
  6. App assist for case over $5k in target
  7. Explained that we are Concourse and not Protective
  8. Created opportunity in SmartOffice
  9. Made a proactive call
  10. Upsold a quote or an app
  11. Made a follow-up call
  12. Hosted group webinar
  13. Made a follow-up call
  14. Attended team meeting on camera
  15. Got a referral from an FA or BOA
  16. Upsold a quote or an app
  17. Sent email campaign to over 50 people
  18. Made a proactive call
  19. Upsold a quote or app
  20. Added personal info to an FA's SmartOffice page
  21. Used a value statement on a call
  22. Add new Target FA to set in SmartOffice
  23. Made a follow-up call
  24. Sent a quote request to eNoah