Attachedquote tonoteDocumentedroof age andhow you gotthat ageNotedwhy noautoAttachedemail tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNoted whyyou chosethe carrieryou didNoted onprimary/secondaryhome situationNoted onwhysendingLPRAttachedcondomasterpolicy tonoteDocumentedcoveragedeclinedNoted onplans forcurrenthome/policyDocumentedwho youspoke withNextAction atTop ofNoteNotedrepairs orconstructionbeing doneon the homeDocumentedthe who,what, when,why in anoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoCarrier &Policy #listed innoteNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedproof of roofage docs tonote for UnivVerisk changeNotedothercarriersquotedNoted on acondo policyregarding thecondo masterpolicyattached avoicemailorscreenshotDocumenteddeviationfrom agencystandardsdocumenteddog breedand if thereis a bitehistory or notAttachedquote tonoteDocumentedroof age andhow you gotthat ageNotedwhy noautoAttachedemail tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNoted whyyou chosethe carrieryou didNoted onprimary/secondaryhome situationNoted onwhysendingLPRAttachedcondomasterpolicy tonoteDocumentedcoveragedeclinedNoted onplans forcurrenthome/policyDocumentedwho youspoke withNextAction atTop ofNoteNotedrepairs orconstructionbeing doneon the homeDocumentedthe who,what, when,why in anoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoCarrier &Policy #listed innoteNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedproof of roofage docs tonote for UnivVerisk changeNotedothercarriersquotedNoted on acondo policyregarding thecondo masterpolicyattached avoicemailorscreenshotDocumenteddeviationfrom agencystandardsdocumenteddog breedand if thereis a bitehistory or not

Notes November - 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. Attached quote to note
  2. Documented roof age and how you got that age
  3. Noted why no auto
  4. Attached email to note
  5. Noted on a an uncommon situation that could be helpful for others in the file or later in the life of the policy
  6. Noted why you chose the carrier you did
  7. Noted on primary/secondary home situation
  8. Noted on why sending LPR
  9. Attached condo master policy to note
  10. Documented coverage declined
  11. Noted on plans for current home/policy
  12. Documented who you spoke with
  13. Next Action at Top of Note
  14. Noted repairs or construction being done on the home
  15. Documented the who, what, when, why in a note
  16. Documented on a file that had conflicting information between sources EX: RAD and Zillow show diff info
  17. Carrier & Policy # listed in note
  18. Noted on education provided for risks found(ex overhanging tree branches)
  19. Attached proof of roof age docs to note for Univ Verisk change
  20. Noted other carriers quoted
  21. Noted on a condo policy regarding the condo master policy
  22. attached a voicemail or screenshot
  23. Documented deviation from agency standards
  24. documented dog breed and if there is a bite history or not