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