Schedule alifeappointmentAdd a line ofbusiness toan existingcustomerBring in mealprep forlunchinstead ofeating outHelp acustomerwith aclaimTake 2walkinsSave acustomerfromleaving usSubmit2 appsin 1 daySing the hookof yourfavoriteBeyonce songto DaisiahPrevious dayvoicemailwas under10%Write ahealthpolicyLeavefor lunchon timeComplete 10reviewconversations0 outyour UWMemos10Pivotsin 1 dayTell acustomer weappreciatetheirbusinessCHATwithPLCCSubmita lifepolicy2ndcup ofcoffeeSend amotivationalquote to theteamLifeassistGive MattanEZLynxquote Set anexistingSFPP onRECMOIncreasebodily injuryon anexistingpolicyProvide 5quotes (anyLOB, just mustbe new LOBfor a customer)Schedule alifeappointmentAdd a line ofbusiness toan existingcustomerBring in mealprep forlunchinstead ofeating outHelp acustomerwith aclaimTake 2walkinsSave acustomerfromleaving usSubmit2 appsin 1 daySing the hookof yourfavoriteBeyonce songto DaisiahPrevious dayvoicemailwas under10%Write ahealthpolicyLeavefor lunchon timeComplete 10reviewconversations0 outyour UWMemos10Pivotsin 1 dayTell acustomer weappreciatetheirbusinessCHATwithPLCCSubmita lifepolicy2ndcup ofcoffeeSend amotivationalquote to theteamLifeassistGive MattanEZLynxquote Set anexistingSFPP onRECMOIncreasebodily injuryon anexistingpolicyProvide 5quotes (anyLOB, just mustbe new LOBfor a customer)

Client Care 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. Schedule a life appointment
  2. Add a line of business to an existing customer
  3. Bring in meal prep for lunch instead of eating out
  4. Help a customer with a claim
  5. Take 2 walk ins
  6. Save a customer from leaving us
  7. Submit 2 apps in 1 day
  8. Sing the hook of your favorite Beyonce song to Daisiah
  9. Previous day voicemail was under 10%
  10. Write a health policy
  11. Leave for lunch on time
  12. Complete 10 review conversations
  13. 0 out your UW Memos
  14. 10 Pivots in 1 day
  15. Tell a customer we appreciate their business
  16. CHAT with PLCC
  17. Submit a life policy
  18. 2nd cup of coffee
  19. Send a motivational quote to the team
  20. Life assist
  21. Give Matt an EZLynx quote
  22. Set an existing SFPP on RECMO
  23. Increase bodily injury on an existing policy
  24. Provide 5 quotes (any LOB, just must be new LOB for a customer)