QuotedhealthinsuranceCloseda same-day leadReferredby aclientClientasked for“thecheapest”OvercameanobjectionHelpedsomeonenew toinsuranceLost adeal toonlinequoteHitweeklytargetGaveadvice ata socialeventExplainedridersMissed acall, got avoicemailExplainedterm vs.whole lifeagainSold alifepolicyGot a greatreview/testimonialAttendeda boringwebinarHelpedfile aclaimSold toareferralGotghostedby a leadAskedaboutbundlingAttendeda localeventTook acall duringlunchUsedCRMreligiouslyExplainedunderwritingFollowedup 3+timesQuotedhealthinsuranceCloseda same-day leadReferredby aclientClientasked for“thecheapest”OvercameanobjectionHelpedsomeonenew toinsuranceLost adeal toonlinequoteHitweeklytargetGaveadvice ata socialeventExplainedridersMissed acall, got avoicemailExplainedterm vs.whole lifeagainSold alifepolicyGot a greatreview/testimonialAttendeda boringwebinarHelpedfile aclaimSold toareferralGotghostedby a leadAskedaboutbundlingAttendeda localeventTook acall duringlunchUsedCRMreligiouslyExplainedunderwritingFollowedup 3+times

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