Con.CreditCardBus.CreditCardE -StatementsCorporateCardHomeEquityLOC orFixedWhereelse dotheybank?CloverWealthManagementReferralSafeDepositBoxMortgageReferralBusinessInsuranceReferralHomeInsuranceReferralBusinessAccountReferralfromClientSallieMae /StudentLoanKidsAccountConsumerCheckingTreasuryLiteCheckRightSBLReferralSelf -Employed/ BusinessOwnerCarInsuranceReferralNextStepsConsumerSavings(CD/MM)Con.CreditCardBus.CreditCardE -StatementsCorporateCardHomeEquityLOC orFixedWhereelse dotheybank?CloverWealthManagementReferralSafeDepositBoxMortgageReferralBusinessInsuranceReferralHomeInsuranceReferralBusinessAccountReferralfromClientSallieMae /StudentLoanKidsAccountConsumerCheckingTreasuryLiteCheckRightSBLReferralSelf -Employed/ BusinessOwnerCarInsuranceReferralNextStepsConsumerSavings(CD/MM)

Needs Assessments - 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. Con. Credit Card
  2. Bus. Credit Card
  3. E - Statements
  4. Corporate Card
  5. Home Equity LOC or Fixed
  6. Where else do they bank?
  7. Clover
  8. Wealth Management Referral
  9. Safe Deposit Box
  10. Mortgage Referral
  11. Business Insurance Referral
  12. Home Insurance Referral
  13. Business Account
  14. Referral from Client
  15. Sallie Mae / Student Loan
  16. Kids Account
  17. Consumer Checking
  18. Treasury Lite
  19. CheckRight
  20. SBL Referral
  21. Self - Employed / Business Owner
  22. Car Insurance Referral
  23. Next Steps
  24. Consumer Savings (CD/MM)