Noted whyyou chosethe carrieryou didNotedrepairs orconstructionbeing doneon the homeCarrier &Policy #listed innoteNextAction atTop ofNoteDocumentedroof age andhow you gotthat ageNotedothercarriersquotedNoted onprimary/secondaryhome situationAttachedemail tonoteNotedwhy noautoNoted onwhysendingLPRAttachedquote tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted oneducationprovided forrisks found(exoverhangingtree branches)Noted onplans forcurrenthome/policyDocumenteddeviationfrom agencystandardsDocumentedcoveragedeclinedNoted on acondo policyregarding thecondo masterpolicyAttachedcondomasterpolicy tonoteattached avoicemailorscreenshotDocumentedthe who,what, when,why in anotedocumenteddog breedand if thereis a bitehistory or notNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyAttachedproof of roofage docs tonote for UnivVerisk changeDocumentedwho youspoke withNoted whyyou chosethe carrieryou didNotedrepairs orconstructionbeing doneon the homeCarrier &Policy #listed innoteNextAction atTop ofNoteDocumentedroof age andhow you gotthat ageNotedothercarriersquotedNoted onprimary/secondaryhome situationAttachedemail tonoteNotedwhy noautoNoted onwhysendingLPRAttachedquote tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted oneducationprovided forrisks found(exoverhangingtree branches)Noted onplans forcurrenthome/policyDocumenteddeviationfrom agencystandardsDocumentedcoveragedeclinedNoted on acondo policyregarding thecondo masterpolicyAttachedcondomasterpolicy tonoteattached avoicemailorscreenshotDocumentedthe who,what, when,why in anotedocumenteddog breedand if thereis a bitehistory or notNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyAttachedproof of roofage docs tonote for UnivVerisk changeDocumentedwho youspoke with

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