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