Attendeda boringwebinarAttendeda localeventGaveadvice ata socialeventQuotedhealthinsuranceReferredby aclientSold alifepolicyMissed acall, got avoicemailSold toareferralHelpedsomeonenew toinsuranceExplainedterm vs.whole lifeagainExplainedunderwritingLost adeal toonlinequoteFollowedup 3+timesGotghostedby a leadUsedCRMreligiouslyTook acall duringlunchAskedaboutbundlingGot a greatreview/testimonialHitweeklytargetOvercameanobjectionClientasked for“thecheapest”ExplainedridersCloseda same-day leadHelpedfile aclaimAttendeda boringwebinarAttendeda localeventGaveadvice ata socialeventQuotedhealthinsuranceReferredby aclientSold alifepolicyMissed acall, got avoicemailSold toareferralHelpedsomeonenew toinsuranceExplainedterm vs.whole lifeagainExplainedunderwritingLost adeal toonlinequoteFollowedup 3+timesGotghostedby a leadUsedCRMreligiouslyTook acall duringlunchAskedaboutbundlingGot a greatreview/testimonialHitweeklytargetOvercameanobjectionClientasked for“thecheapest”ExplainedridersCloseda same-day leadHelpedfile aclaim

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