AEP Bingo

AEP Bingo Card
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This bingo card has a free space and 29 words: Customer thanked you by name, Offer dental coverage to a Medicare supplement customer, Verified phone and email on file, Resolve an issue on the first call (no callback needed, Verify a provider in network, Confirmed a 1/1/2027 effective date with customer, Help a customer find an in-network dentist, Help a customer switch their draft date, Resolved a carrier issue without a transfer, Create an Escalation Case, Answer a question using the knowledge base- Synapse, Resolved a billing or draft date question, Shared a tip in team huddle or on Teams, Complete a cross-sell on a service call, Every call documented in Salesforce same day, Share a customer compliment you received, Use a customer's name at least 3 times on a call, Got a shoutout from a teammate, Process a replacement ID card or policy packet request and confirm the mailing address, Post a photo of your workspace in team chat, Kept a customer by fixing a service issue, Complete a warm transfer with a full handoff summary, Warm transfer a cross-sell lead to a licensed agent, Walked a customer through the carrier portal, Explain what's covered for preventive dental vs. major work, Explain that any doctor who accepts Medicare will accept their Med supp, Help a customer whose dentist says the plan isn't accepted, Request an ID Card from a carrier and Reach a customer on the first outbound attempt.

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