Sold toareferralQuotedhealthinsuranceOvercameanobjectionExplainedridersAskedaboutbundlingGaveadvice ata socialeventSold alifepolicyExplainedterm vs.whole lifeagainReferredby aclientLost adeal toonlinequoteHelpedfile aclaimClientasked for“thecheapest”Gotghostedby a leadTook acall duringlunchHitweeklytargetUsedCRMreligiouslyHelpedsomeonenew toinsuranceCloseda same-day leadMissed acall, got avoicemailExplainedunderwritingFollowedup 3+timesGot a greatreview/testimonialAttendeda localeventAttendeda boringwebinarSold toareferralQuotedhealthinsuranceOvercameanobjectionExplainedridersAskedaboutbundlingGaveadvice ata socialeventSold alifepolicyExplainedterm vs.whole lifeagainReferredby aclientLost adeal toonlinequoteHelpedfile aclaimClientasked for“thecheapest”Gotghostedby a leadTook acall duringlunchHitweeklytargetUsedCRMreligiouslyHelpedsomeonenew toinsuranceCloseda same-day leadMissed acall, got avoicemailExplainedunderwritingFollowedup 3+timesGot a greatreview/testimonialAttendeda localeventAttendeda boringwebinar

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