Made afollow-up callSent a quoteor apprequest tothe InboundTeamCreatedopportunityinSmartOfficeMade aproactivecallSent aquoterequest toeNoahGot areferralfrom an FAor BOAExplainedwhat"endow"meansUpsolda quoteor appMade afollow-up callMade 20total callsfor thedayMade afollow-up callAddedpersonal infoto an FA'sSmartOfficepageUsed avaluestatementon a callAttendedteammeeting oncameraExplainedthat we areConcourseand notProtectiveSent emailcampaignto over 50peopleAdd newTarget FA toset inSmartOfficeMade aproactivecallUpsold aquote oran appHostedgroupwebinarAttendedpod calloncameraCompletedAnnualComplianceTrainingUpsold aquote oran appApp assistfor caseover $5kin targetMade afollow-up callSent a quoteor apprequest tothe InboundTeamCreatedopportunityinSmartOfficeMade aproactivecallSent aquoterequest toeNoahGot areferralfrom an FAor BOAExplainedwhat"endow"meansUpsolda quoteor appMade afollow-up callMade 20total callsfor thedayMade afollow-up callAddedpersonal infoto an FA'sSmartOfficepageUsed avaluestatementon a callAttendedteammeeting oncameraExplainedthat we areConcourseand notProtectiveSent emailcampaignto over 50peopleAdd newTarget FA toset inSmartOfficeMade aproactivecallUpsold aquote oran appHostedgroupwebinarAttendedpod calloncameraCompletedAnnualComplianceTrainingUpsold aquote oran appApp assistfor caseover $5kin target

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