Noted oneducationprovided forrisks found(exoverhangingtree branches)Attachedquote tonoteAttachedemail tonoteNotedrepairs orconstructionbeing doneon the homeNoted onplans forcurrenthome/policyDocumentedcoveragedeclineddocumenteddog breedand if thereis a bitehistory or notDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted onwhysendingLPRDocumentedthe who,what, when,why in anoteNotedothercarriersquotedNoted on acondo policyregarding thecondo masterpolicyNoted onprimary/secondaryhome situationattached avoicemailorscreenshotAttachedproof of roofage docs tonote for UnivVerisk changeAttachedcondomasterpolicy tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNotedwhy noautoCarrier &Policy #listed innoteNoted whyyou chosethe carrieryou didNextAction atTop ofNoteDocumentedwho youspoke withDocumentedroof age andhow you gotthat ageDocumenteddeviationfrom agencystandardsNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedquote tonoteAttachedemail tonoteNotedrepairs orconstructionbeing doneon the homeNoted onplans forcurrenthome/policyDocumentedcoveragedeclineddocumenteddog breedand if thereis a bitehistory or notDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infoNoted onwhysendingLPRDocumentedthe who,what, when,why in anoteNotedothercarriersquotedNoted on acondo policyregarding thecondo masterpolicyNoted onprimary/secondaryhome situationattached avoicemailorscreenshotAttachedproof of roofage docs tonote for UnivVerisk changeAttachedcondomasterpolicy tonoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNotedwhy noautoCarrier &Policy #listed innoteNoted whyyou chosethe carrieryou didNextAction atTop ofNoteDocumentedwho youspoke withDocumentedroof age andhow you gotthat ageDocumenteddeviationfrom agencystandards

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