Attachedproof of roofage docs tonote for UnivVerisk changeDocumentedroof age andhow you gotthat ageNextAction atTop ofNoteNotedwhy noautoNotedrepairs orconstructionbeing doneon the homeDocumentedcoveragedeclinedNoted onplans forcurrenthome/policyDocumentedwho youspoke withAttachedquote tonoteDocumentedthe who,what, when,why in anoteAttachedemail tonoteNotedothercarriersquotedNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteNoted onprimary/secondaryhome situationdocumenteddog breedand if thereis a bitehistory or notNoted on acondo policyregarding thecondo masterpolicyattached avoicemailorscreenshotCarrier &Policy #listed innoteNoted onwhysendingLPRNoted whyyou chosethe carrieryou didDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoDocumenteddeviationfrom agencystandardsNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyAttachedproof of roofage docs tonote for UnivVerisk changeDocumentedroof age andhow you gotthat ageNextAction atTop ofNoteNotedwhy noautoNotedrepairs orconstructionbeing doneon the homeDocumentedcoveragedeclinedNoted onplans forcurrenthome/policyDocumentedwho youspoke withAttachedquote tonoteDocumentedthe who,what, when,why in anoteAttachedemail tonoteNotedothercarriersquotedNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteNoted onprimary/secondaryhome situationdocumenteddog breedand if thereis a bitehistory or notNoted on acondo policyregarding thecondo masterpolicyattached avoicemailorscreenshotCarrier &Policy #listed innoteNoted onwhysendingLPRNoted whyyou chosethe carrieryou didDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoDocumenteddeviationfrom agencystandardsNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policy

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