Upsolda quoteor appUsed avaluestatementon a callMade aproactivecallSent emailcampaignto over 50peopleExplainedthat we areConcourseand notProtectiveMade afollow-up callCompletedAnnualComplianceTrainingGot areferralfrom an FAor BOAAttendedteammeeting oncameraMade 20total callsfor thedayAttendedpod calloncameraCreatedopportunityinSmartOfficeApp assistfor caseover $5kin targetAddedpersonal infoto an FA'sSmartOfficepageUpsold aquote oran appUpsold aquote oran appSent aquoterequest toeNoahMade afollow-up callMade afollow-up callSent a quoteor apprequest tothe InboundTeamExplainedwhat"endow"meansAdd newTarget FA toset inSmartOfficeHostedgroupwebinarMade aproactivecallUpsolda quoteor appUsed avaluestatementon a callMade aproactivecallSent emailcampaignto over 50peopleExplainedthat we areConcourseand notProtectiveMade afollow-up callCompletedAnnualComplianceTrainingGot areferralfrom an FAor BOAAttendedteammeeting oncameraMade 20total callsfor thedayAttendedpod calloncameraCreatedopportunityinSmartOfficeApp assistfor caseover $5kin targetAddedpersonal infoto an FA'sSmartOfficepageUpsold aquote oran appUpsold aquote oran appSent aquoterequest toeNoahMade afollow-up callMade afollow-up callSent a quoteor apprequest tothe InboundTeamExplainedwhat"endow"meansAdd newTarget FA toset inSmartOfficeHostedgroupwebinarMade aproactivecall

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