Noted onplans forcurrenthome/policyAttachedemail tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNoted onwhysendingLPRDocumentedroof age andhow you gotthat ageAttachedproof of roofage docs tonote for UnivVerisk changeNoted onprimary/secondaryhome situationNextAction atTop ofNoteAttachedquote tonoteDocumentedwho youspoke withDocumenteddeviationfrom agencystandardsattached avoicemailorscreenshotNotedothercarriersquotedNotedwhy noautoNoted oneducationprovided forrisks found(exoverhangingtree branches)documenteddog breedand if thereis a bitehistory or notCarrier &Policy #listed innoteNoted whyyou chosethe carrieryou didDocumentedcoveragedeclinedDocumentedthe who,what, when,why in anoteNoted on acondo policyregarding thecondo masterpolicyAttachedcondomasterpolicy tonoteNotedrepairs orconstructionbeing doneon the homeNoted onplans forcurrenthome/policyAttachedemail tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNoted onwhysendingLPRDocumentedroof age andhow you gotthat ageAttachedproof of roofage docs tonote for UnivVerisk changeNoted onprimary/secondaryhome situationNextAction atTop ofNoteAttachedquote tonoteDocumentedwho youspoke withDocumenteddeviationfrom agencystandardsattached avoicemailorscreenshotNotedothercarriersquotedNotedwhy noautoNoted oneducationprovided forrisks found(exoverhangingtree branches)documenteddog breedand if thereis a bitehistory or notCarrier &Policy #listed innoteNoted whyyou chosethe carrieryou didDocumentedcoveragedeclinedDocumentedthe who,what, when,why in anoteNoted on acondo policyregarding thecondo masterpolicyAttachedcondomasterpolicy tonoteNotedrepairs orconstructionbeing doneon the home

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