Closed apolicyafterhoursHelped acolleagueclosed adealClientsaid I’dthinkabout itSold morethan 7policies ina weekHit/exceededyour monthlytargetHandled adifficultclient withpatienceHad toexplain thedifferencebetweenterm and lifrClose adealbeforelunchHelped aclientunderstandtheircoverageTurned awalk-ininto a saleAttendeda salesmeetingWorkedthroughyour lunchbreakCompletionof a policywith noerrorsmet aclientoutsidethe branchUsed theworkprotectionmore than10time a dayGot areferralfrom abankerCross-sold to anexistingclientSold bothlife andretirementto a clientExplainedinsuranceusing afunnyanalogyGave a clientfinancialpeace ofmindgotexcitedabout abonusreceived athank youmessagefrom a clientGot a “yes”but it laterturned intoa noUsed apersonalstory toclose a saleClosed apolicyafterhoursHelped acolleagueclosed adealClientsaid I’dthinkabout itSold morethan 7policies ina weekHit/exceededyour monthlytargetHandled adifficultclient withpatienceHad toexplain thedifferencebetweenterm and lifrClose adealbeforelunchHelped aclientunderstandtheircoverageTurned awalk-ininto a saleAttendeda salesmeetingWorkedthroughyour lunchbreakCompletionof a policywith noerrorsmet aclientoutsidethe branchUsed theworkprotectionmore than10time a dayGot areferralfrom abankerCross-sold to anexistingclientSold bothlife andretirementto a clientExplainedinsuranceusing afunnyanalogyGave a clientfinancialpeace ofmindgotexcitedabout abonusreceived athank youmessagefrom a clientGot a “yes”but it laterturned intoa noUsed apersonalstory toclose a sale

Untitled Bingo - 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. Closed a policy after hours
  2. Helped a colleague closed a deal
  3. Client said I’d think about it
  4. Sold more than 7 policies in a week
  5. Hit/exceeded your monthly target
  6. Handled a difficult client with patience
  7. Had to explain the difference between term and lifr
  8. Close a deal before lunch
  9. Helped a client understand their coverage
  10. Turned a walk-in into a sale
  11. Attended a sales meeting
  12. Worked through your lunch break
  13. Completion of a policy with no errors
  14. met a client outside the branch
  15. Used the work protection more than 10time a day
  16. Got a referral from a banker
  17. Cross-sold to an existing client
  18. Sold both life and retirement to a client
  19. Explained insurance using a funny analogy
  20. Gave a client financial peace of mind
  21. got excited about a bonus
  22. received a thank you message from a client
  23. Got a “yes” but it later turned into a no
  24. Used a personal story to close a sale