UsedCRMreligiouslyAttendeda localeventAttendeda boringwebinarSold toareferralExplainedterm vs.whole lifeagainHelpedsomeonenew toinsuranceReferredby aclientSold alifepolicyCloseda same-day leadTook acall duringlunchHelpedfile aclaimOvercameanobjectionMissed acall, got avoicemailFollowedup 3+timesLost adeal toonlinequoteGotghostedby a leadGaveadvice ata socialeventExplainedridersQuotedhealthinsuranceExplainedunderwritingGot a greatreview/testimonialAskedaboutbundlingHitweeklytargetClientasked for“thecheapest”UsedCRMreligiouslyAttendeda localeventAttendeda boringwebinarSold toareferralExplainedterm vs.whole lifeagainHelpedsomeonenew toinsuranceReferredby aclientSold alifepolicyCloseda same-day leadTook acall duringlunchHelpedfile aclaimOvercameanobjectionMissed acall, got avoicemailFollowedup 3+timesLost adeal toonlinequoteGotghostedby a leadGaveadvice ata socialeventExplainedridersQuotedhealthinsuranceExplainedunderwritingGot a greatreview/testimonialAskedaboutbundlingHitweeklytargetClientasked for“thecheapest”

INSURANCE ADVISOR 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. Used CRM religiously
  2. Attended a local event
  3. Attended a boring webinar
  4. Sold to a referral
  5. Explained term vs. whole life again
  6. Helped someone new to insurance
  7. Referred by a client
  8. Sold a life policy
  9. Closed a same-day lead
  10. Took a call during lunch
  11. Helped file a claim
  12. Overcame an objection
  13. Missed a call, got a voicemail
  14. Followed up 3+ times
  15. Lost a deal to online quote
  16. Got ghosted by a lead
  17. Gave advice at a social event
  18. Explained riders
  19. Quoted health insurance
  20. Explained underwriting
  21. Got a great review/testimonial
  22. Asked about bundling
  23. Hit weekly target
  24. Client asked for “the cheapest”