Noted whyyou chosethe carrieryou didDocumentedcoveragedeclinedCarrier &Policy #listed innoteNextAction atTop ofNoteNoted onwhysendingLPRNoted onprimary/secondaryhome situationNoted on acondo policyregarding thecondo masterpolicyDocumenteddeviationfrom agencystandardsNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteattached avoicemailorscreenshotAttachedproof of roofage docs tonote for UnivVerisk changeNotedrepairs orconstructionbeing doneon the homeDocumentedroof age andhow you gotthat ageNotedothercarriersquotedNoted onplans forcurrenthome/policyAttachedquote tonoteAttachedemail tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infodocumenteddog breedand if thereis a bitehistory or notDocumentedwho youspoke withNotedwhy noautoDocumentedthe who,what, when,why in anoteNoted on a anuncommonsituation that couldbe helpful forothers in the file orlater in the life ofthe policyNoted whyyou chosethe carrieryou didDocumentedcoveragedeclinedCarrier &Policy #listed innoteNextAction atTop ofNoteNoted onwhysendingLPRNoted onprimary/secondaryhome situationNoted on acondo policyregarding thecondo masterpolicyDocumenteddeviationfrom agencystandardsNoted oneducationprovided forrisks found(exoverhangingtree branches)Attachedcondomasterpolicy tonoteattached avoicemailorscreenshotAttachedproof of roofage docs tonote for UnivVerisk changeNotedrepairs orconstructionbeing doneon the homeDocumentedroof age andhow you gotthat ageNotedothercarriersquotedNoted onplans forcurrenthome/policyAttachedquote tonoteAttachedemail tonoteDocumented on afile that hadconflictinginformationbetween sourcesEX: RAD and Zillowshow diff infodocumenteddog breedand if thereis a bitehistory or notDocumentedwho youspoke withNotedwhy noautoDocumentedthe who,what, when,why in anoteNoted 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. Noted why you chose the carrier you did
  2. Documented coverage declined
  3. Carrier & Policy # listed in note
  4. Next Action at Top of Note
  5. Noted on why sending LPR
  6. Noted on primary/secondary home situation
  7. Noted on a condo policy regarding the condo master policy
  8. Documented deviation from agency standards
  9. Noted on education provided for risks found(ex overhanging tree branches)
  10. Attached condo master policy to note
  11. attached a voicemail or screenshot
  12. Attached proof of roof age docs to note for Univ Verisk change
  13. Noted repairs or construction being done on the home
  14. Documented roof age and how you got that age
  15. Noted other carriers quoted
  16. Noted on plans for current home/policy
  17. Attached quote to note
  18. Attached email to note
  19. Documented on a file that had conflicting information between sources EX: RAD and Zillow show diff info
  20. documented dog breed and if there is a bite history or not
  21. Documented who you spoke with
  22. Noted why no auto
  23. Documented the who, what, when, why in a note
  24. Noted on a an uncommon situation that could be helpful for others in the file or later in the life of the policy