(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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Carrier & Policy # listed in note
Attached quote to note
Attached condo master policy to note
Noted on why sending LPR
Documented deviation from agency standards
Noted on a an uncommon situation that could be helpful for others in the file or later in the life of the policy
Attached email to note
Noted on education provided for risks found(ex overhanging tree branches)
Noted on plans for current home/policy
Attached proof of roof age docs to note for Univ Verisk change
Documented on a file that had conflicting information between sources EX: RAD and Zillow show diff info
attached a voicemail or screenshot
Documented the who, what, when, why in a note
Noted repairs or construction being done on the home
Documented coverage declined
Next Action at Top of Note
Noted on a condo policy regarding the condo master policy
Noted why you chose the carrier you did
Noted other carriers quoted
Noted why no auto
Documented who you spoke with
Noted on primary/secondary home situation
documented dog breed and if there is a bite history or not
