Carrier &Policy #listed innotedocumenteddog breedand if thereis a bitehistory or notattached avoicemailorscreenshotNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteDocumentedthe who,what, when,why in anoteNextAction atTop ofNoteAttachedproof of roofage docs tonote for UnivVerisk changeDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoDocumentedroof age andhow you gotthat ageAttachedquote tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyDocumentedwho youspoke withDocumentedcoveragedeclinedNotedrepairs orconstructionbeing doneon the homeAttachedemail tonoteNotedothercarriersquotedNoted onplans forcurrenthome/policyNoted onwhysendingLPRNotedwhy noautoNoted on acondo policyregarding thecondo masterpolicyDocumenteddeviationfrom agencystandardsNoted whyyou chosethe carrieryou didNoted onprimary/secondaryhome situationCarrier &Policy #listed innotedocumenteddog breedand if thereis a bitehistory or notattached avoicemailorscreenshotNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteDocumentedthe who,what, when,why in anoteNextAction atTop ofNoteAttachedproof of roofage docs tonote for UnivVerisk changeDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoDocumentedroof age andhow you gotthat ageAttachedquote tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyDocumentedwho youspoke withDocumentedcoveragedeclinedNotedrepairs orconstructionbeing doneon the homeAttachedemail tonoteNotedothercarriersquotedNoted onplans forcurrenthome/policyNoted onwhysendingLPRNotedwhy noautoNoted on acondo policyregarding thecondo masterpolicyDocumenteddeviationfrom agencystandardsNoted whyyou chosethe carrieryou didNoted onprimary/secondaryhome situation

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