Sent emailcampaignto over 50peopleUpsolda quoteor appCreatedopportunityinSmartOfficeHostedgroupwebinarAdd newTarget FA toset inSmartOfficeUpsold aquote oran appCompletedAnnualComplianceTrainingExplainedthat we areConcourseand notProtectiveMade aproactivecallMade afollow-up callMade aproactivecallGot areferralfrom an FAor BOAUpsold aquote oran appAttendedpod calloncameraMade afollow-up callUsed avaluestatementon a callAttendedteammeeting oncameraExplainedwhat"endow"meansSent aquoterequest toeNoahMade 20total callsfor thedayMade afollow-up callSent a quoteor apprequest tothe InboundTeamApp assistfor caseover $5kin targetAddedpersonal infoto an FA'sSmartOfficepageSent emailcampaignto over 50peopleUpsolda quoteor appCreatedopportunityinSmartOfficeHostedgroupwebinarAdd newTarget FA toset inSmartOfficeUpsold aquote oran appCompletedAnnualComplianceTrainingExplainedthat we areConcourseand notProtectiveMade aproactivecallMade afollow-up callMade aproactivecallGot areferralfrom an FAor BOAUpsold aquote oran appAttendedpod calloncameraMade afollow-up callUsed avaluestatementon a callAttendedteammeeting oncameraExplainedwhat"endow"meansSent aquoterequest toeNoahMade 20total callsfor thedayMade afollow-up callSent a quoteor apprequest tothe InboundTeamApp assistfor caseover $5kin targetAddedpersonal infoto an FA'sSmartOfficepage

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