Sent a quoteor apprequest tothe InboundTeamHostedgroupwebinarMade aproactivecallUsed avaluestatementon a callMade afollow-up callMade aproactivecallAddedpersonal infoto an FA'sSmartOfficepageAdd newTarget FA toset inSmartOfficeAttendedteammeeting oncameraMade 20total callsfor thedaySent emailcampaignto over 50peopleAttendedpod calloncameraExplainedthat we areConcourseand notProtectiveUpsold aquote oran appUpsold aquote oran appExplainedwhat"endow"meansMade afollow-up callCreatedopportunityinSmartOfficeMade afollow-up callApp assistfor caseover $5kin targetGot areferralfrom an FAor BOASent aquoterequest toeNoahCompletedAnnualComplianceTrainingUpsolda quoteor appSent a quoteor apprequest tothe InboundTeamHostedgroupwebinarMade aproactivecallUsed avaluestatementon a callMade afollow-up callMade aproactivecallAddedpersonal infoto an FA'sSmartOfficepageAdd newTarget FA toset inSmartOfficeAttendedteammeeting oncameraMade 20total callsfor thedaySent emailcampaignto over 50peopleAttendedpod calloncameraExplainedthat we areConcourseand notProtectiveUpsold aquote oran appUpsold aquote oran appExplainedwhat"endow"meansMade afollow-up callCreatedopportunityinSmartOfficeMade afollow-up callApp assistfor caseover $5kin targetGot areferralfrom an FAor BOASent aquoterequest toeNoahCompletedAnnualComplianceTrainingUpsolda quoteor app

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