Sent a quoteor apprequest tothe InboundTeamSent aquoterequest toeNoahMade aproactivecallAdd newTarget FA toset inSmartOfficeExplainedwhat"endow"meansExplainedthat we areConcourseand notProtectiveCreatedopportunityinSmartOfficeUsed avaluestatementon a callSent emailcampaignto over 50peopleCompletedAnnualComplianceTrainingApp assistfor caseover $5kin targetUpsolda quoteor appAttendedpod calloncameraHostedgroupwebinarMade afollow-up callAttendedteammeeting oncameraGot areferralfrom an FAor BOAUpsold aquote oran appAddedpersonal infoto an FA'sSmartOfficepageMade aproactivecallMade afollow-up callUpsold aquote oran appMade afollow-up callMade 20total callsfor thedaySent a quoteor apprequest tothe InboundTeamSent aquoterequest toeNoahMade aproactivecallAdd newTarget FA toset inSmartOfficeExplainedwhat"endow"meansExplainedthat we areConcourseand notProtectiveCreatedopportunityinSmartOfficeUsed avaluestatementon a callSent emailcampaignto over 50peopleCompletedAnnualComplianceTrainingApp assistfor caseover $5kin targetUpsolda quoteor appAttendedpod calloncameraHostedgroupwebinarMade afollow-up callAttendedteammeeting oncameraGot areferralfrom an FAor BOAUpsold aquote oran appAddedpersonal infoto an FA'sSmartOfficepageMade aproactivecallMade afollow-up callUpsold aquote oran appMade afollow-up callMade 20total callsfor theday

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