Made 20total callsfor thedayAddedpersonal infoto an FA'sSmartOfficepageCreatedopportunityinSmartOfficeAdd newTarget FA toset inSmartOfficeMade afollow-up callUsed avaluestatementon a callHostedgroupwebinarAttendedpod calloncameraMade aproactivecallSent a quoteor apprequest tothe InboundTeamUpsold aquote oran appUpsolda quoteor appCompletedAnnualComplianceTrainingMade afollow-up callSent emailcampaignto over 50peopleSent aquoterequest toeNoahMade aproactivecallAttendedteammeeting oncameraApp assistfor caseover $5kin targetGot areferralfrom an FAor BOAExplainedwhat"endow"meansUpsold aquote oran appMade afollow-up callExplainedthat we areConcourseand notProtectiveMade 20total callsfor thedayAddedpersonal infoto an FA'sSmartOfficepageCreatedopportunityinSmartOfficeAdd newTarget FA toset inSmartOfficeMade afollow-up callUsed avaluestatementon a callHostedgroupwebinarAttendedpod calloncameraMade aproactivecallSent a quoteor apprequest tothe InboundTeamUpsold aquote oran appUpsolda quoteor appCompletedAnnualComplianceTrainingMade afollow-up callSent emailcampaignto over 50peopleSent aquoterequest toeNoahMade aproactivecallAttendedteammeeting oncameraApp assistfor caseover $5kin targetGot areferralfrom an FAor BOAExplainedwhat"endow"meansUpsold aquote oran appMade afollow-up callExplainedthat we areConcourseand notProtective

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.


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