Attendedpod calloncameraUpsold aquote oran appAdd newTarget FA toset inSmartOfficeGot areferralfrom an FAor BOAAttendedteammeeting oncameraUpsold aquote oran appSent a quoteor apprequest tothe InboundTeamMade aproactivecallApp assistfor caseover $5kin targetMade aproactivecallCompletedAnnualComplianceTrainingUsed avaluestatementon a callSent aquoterequest toeNoahAddedpersonal infoto an FA'sSmartOfficepageMade afollow-up callExplainedwhat"endow"meansCreatedopportunityinSmartOfficeMade afollow-up callExplainedthat we areConcourseand notProtectiveHostedgroupwebinarMade 20total callsfor thedaySent emailcampaignto over 50peopleMade afollow-up callUpsolda quoteor appAttendedpod calloncameraUpsold aquote oran appAdd newTarget FA toset inSmartOfficeGot areferralfrom an FAor BOAAttendedteammeeting oncameraUpsold aquote oran appSent a quoteor apprequest tothe InboundTeamMade aproactivecallApp assistfor caseover $5kin targetMade aproactivecallCompletedAnnualComplianceTrainingUsed avaluestatementon a callSent aquoterequest toeNoahAddedpersonal infoto an FA'sSmartOfficepageMade afollow-up callExplainedwhat"endow"meansCreatedopportunityinSmartOfficeMade afollow-up callExplainedthat we areConcourseand notProtectiveHostedgroupwebinarMade 20total callsfor thedaySent emailcampaignto over 50peopleMade afollow-up callUpsolda 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. Attended pod call on camera
  2. Upsold a quote or an app
  3. Add new Target FA to set in SmartOffice
  4. Got a referral from an FA or BOA
  5. Attended team meeting on camera
  6. Upsold a quote or an app
  7. Sent a quote or app request to the Inbound Team
  8. Made a proactive call
  9. App assist for case over $5k in target
  10. Made a proactive call
  11. Completed Annual Compliance Training
  12. Used a value statement on a call
  13. Sent a quote request to eNoah
  14. Added personal info to an FA's SmartOffice page
  15. Made a follow-up call
  16. Explained what "endow" means
  17. Created opportunity in SmartOffice
  18. Made a follow-up call
  19. Explained that we are Concourse and not Protective
  20. Hosted group webinar
  21. Made 20 total calls for the day
  22. Sent email campaign to over 50 people
  23. Made a follow-up call
  24. Upsold a quote or app