Con.CreditCardHomeInsuranceReferralBus.CreditCardCorporateCardCheckRightSafeDepositBoxTreasuryLiteCarInsuranceReferralSBLReferralBusinessInsuranceReferralNextStepsConsumerCheckingReferralfromClientKidsAccountWhereelse dotheybank?E -StatementsMortgageReferralBusinessAccountWealthManagementReferralCloverHomeEquityLOC orFixedSallieMae /StudentLoanConsumerSavings(CD/MM)Self -Employed/ BusinessOwnerCon.CreditCardHomeInsuranceReferralBus.CreditCardCorporateCardCheckRightSafeDepositBoxTreasuryLiteCarInsuranceReferralSBLReferralBusinessInsuranceReferralNextStepsConsumerCheckingReferralfromClientKidsAccountWhereelse dotheybank?E -StatementsMortgageReferralBusinessAccountWealthManagementReferralCloverHomeEquityLOC orFixedSallieMae /StudentLoanConsumerSavings(CD/MM)Self -Employed/ BusinessOwner

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