This bingo card has a free space and 59 words: Own the call, Valued/preferred customer, FCRA read, Binding Script read, Show empathy, Read binding script, Offered a package, Reviewed coverages, Offered water backup, Outbound call, Alert customer of recorded line, Go to QBE Policy to get UWC or NR details, Cross sell Monoline customers, Offer to requote auto if existing customer is breaking even on an APQ, *Thank you for being a preferred customer., * Helped with unrealized need, * Received a compliment from caller., * Went above and beyond, * Assisted on auto or offered, * Made decision to refer to Agt vs APQ, * Saved a customer, * Resolved a UW cancel or NRNL, * Explained coverage(s), • Received a misroute, • Said something kind to a co-worker, • Identified an error, corrected it., • Made a policy change, • Reached out to partner, • Shared your knowledge with a peer, • Audited your work items in SP, • Not clocking out until 8….(staying logged in until end of shift), • Helped out a worker !, • Said “ Thank you for calling providing that information”., • Followed through, followed up on a policy., • Called NI to discuss after a call review was completed., • Updated a lienholder, • Requested a Docusign be completed, • Fixed a peer’s SP item or policy note, • Offered a policy review on Auto, • Said “ since I have you on the phone, would you like to discuss your auto., • Found an item in SP that’s a duplicate or the insured already called in before we called/emailed., • Bonus – Details of a call you are most proud of., • Any kind of PCC worker. In house fax, helped someone with a guideline, Did a call out for someone, etc I helped a PCC REP SPACE, • -Offer an additional policy to a monoline insured, • -Service someone with the same name as a celebrity or fictional character, • -Get 3 voicemails in a row for outbound, • -Get 3 human answers in a row for outbound, • Read FCRA, • Preferred Customer, • SONL, • PCC Rocks, • Binding Restrictions, • Submit Timesheet., • Did the customer call us back? For the love of EVERYTHING that is good, it never gets filled in, • Acknowledge TRT, • Sell a ASI Renters, • Save a Home, • Non Renewal for each company and • UW Cancels for each Company.
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