1 representativepresented on atopic they excelinduring a teammeeting/huddle.De-escalate atelephonecallHad a careerdevelopmentconversationwith ateam member.One of theirteam membersenrolls anaccount onStreet SmartObtainCEU Creditduring themonthNo backlogover 2weeks forany teammemberEach teammemberquoting aPUPWalked thefloor atleast once aweekduring themonth.Complete anengagementexerciseduring ahuddleEveryone onyour team hittheir adherencegoal 1 dayduring themonthWrote ahandwrittennote toa teammember.Have 1/2 ofyour teamobtain a hottransfer tolifeBringsuccessfulresolution toa personnelsituationSend aBravo to ateammemberHave a teammemberretain apolicy/accountHave 1/2 ofyour teamobtain a SVsaleHave a teammembercomplete amemorablemoments cardweeklyTeam membersuccessfullycomplete ahigh valuehome NBO2 representativesincreased theirACEscore by 5% fromprevious monthTake overa file foranotherTM1 Teammember getsa NPSPromotersurveyCompleteIDP Taskduring themonth3 or morerepresentativesgotat least 2referralsin a week.Have 1 teammemberobtain aPRP badge1 representativepresented on atopic they excelinduring a teammeeting/huddle.De-escalate atelephonecallHad a careerdevelopmentconversationwith ateam member.One of theirteam membersenrolls anaccount onStreet SmartObtainCEU Creditduring themonthNo backlogover 2weeks forany teammemberEach teammemberquoting aPUPWalked thefloor atleast once aweekduring themonth.Complete anengagementexerciseduring ahuddleEveryone onyour team hittheir adherencegoal 1 dayduring themonthWrote ahandwrittennote toa teammember.Have 1/2 ofyour teamobtain a hottransfer tolifeBringsuccessfulresolution toa personnelsituationSend aBravo to ateammemberHave a teammemberretain apolicy/accountHave 1/2 ofyour teamobtain a SVsaleHave a teammembercomplete amemorablemoments cardweeklyTeam membersuccessfullycomplete ahigh valuehome NBO2 representativesincreased theirACEscore by 5% fromprevious monthTake overa file foranotherTM1 Teammember getsa NPSPromotersurveyCompleteIDP Taskduring themonth3 or morerepresentativesgotat least 2referralsin a week.Have 1 teammemberobtain aPRP badge

Regional TM Engagement Bingo -September - 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. 1 representative presented on a topic they excel in during a team meeting/huddle.
  2. De-escalate a telephone call
  3. Had a career development conversation with a team member.
  4. One of their team members enrolls an account on Street Smart
  5. Obtain CEU Credit during the month
  6. No backlog over 2 weeks for any team member
  7. Each team member quoting a PUP
  8. Walked the floor at least once a week during the month.
  9. Complete an engagement exercise during a huddle
  10. Everyone on your team hit their adherence goal 1 day during the month
  11. Wrote a handwritten note to a team member.
  12. Have 1/2 of your team obtain a hot transfer to life
  13. Bring successful resolution to a personnel situation
  14. Send a Bravo to a team member
  15. Have a team member retain a policy/account
  16. Have 1/2 of your team obtain a SV sale
  17. Have a team member complete a memorable moments card weekly
  18. Team member successfully complete a high value home NBO
  19. 2 representatives increased their ACE score by 5% from previous month
  20. Take over a file for another TM
  21. 1 Team member gets a NPS Promoter survey
  22. Complete IDP Task during the month
  23. 3 or more representatives got at least 2 referrals in a week.
  24. Have 1 team member obtain a PRP badge