Agent Support

Agent Support Bingo Card
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This bingo card has a free space and 99 words: Agent calling about unsuccessful bank draft, App currently in licensing, WFG agent doesn't add 5 in front, Client call, Withdraw app minutes after submitted, Checking status of policy submitted within 24 hours, Supervisor request, Risk assessment request, "I rely on commissions", Agent wants to speak to underwriter, NorthStar/SLS rep, Transferred from CX for something CX handles, Agent can't log in, Terminated agent, Agent in restaurant or drive-thru, Agent starts with policy number or client name, Agent asks why review is taking so long, Agent loudly coughs or sneezes, "Last question" or "One more thing", Agent doesn't understand endorsement procedure, Agent checking on app that's closed as incomplete, Agent starts number with 000, Transfer to CX has 25+ calls waiting, "I'm a new agent", Agent is way too loud or quiet, Agent is driving, Agent in bathroom, Smoke detector in background, "I have a quick question", "Client is healthy", We're still waiting on APS, Agent swears, Agent doesn't know their number, Agent calls wrong company, Agent gives app number instead of policy, "Can you email me the document?", "Why did you take out the payment?", "Can you run a quote for me?", "What's the difference between...", Agent doesn't understand Decision Engine, "I'm not sure if this is the right department", Agent realizes they need something right before call ends, Agent wants an application or product tutorial, Agent doesn't know QAIRs don't need signatures, Agent needs UL quoting explained, Agent denies prescription belongs to client, Agent has to call back or puts you on hold, Talk to same agent twice in one day, Agent mentions getting coverage at another company, Agent wants to add comments on app they just submitted, Agent wants to submit a dispute for something indisputable, Agent wants confidential information, Agent calls client, Person calls wanting to buy insurance, Phone interview is needed, Agent asks for fax number, Agent says they sent something we can't find, Agent can't find something that's in order supply, Agent calling for their downline, Agent has technical issues we can't resolve, You can hear yourself on a delay, Agent mentions the weather, "What was your name again?", Agent wants to know reason for decline, Agent is especially nice and/or appreciative, Agent asks about a plan they can't write, Dog barking or baby crying in background, Agent doesn't understand FE ROP, Agent wants to clarify decision engine prescriptions, "Client has allergies/asthma and not COPD", "Client only has High Blood Pressure", Agent starts talking about a policy without giving client name or number, Symmetry agent first application not working, Agent doesn't understand e-checks, App withdrawn for 3rd Party Payor, Juvenile App withdrawn for parent coverage, Agent says client is nice, honest, etc., Refer agent to their IMO, Agent said they called earlier, WFG agent is completely lost, You can't understand the agent, Agent asks to be transferred first thing, Agent wants you to do tech support, Agent says they're with a client, Agent needs help working signatures, Agent messes up dates on app, Call disconnects before you click answer, Agent hangs up abruptly, Agent talks about how they've been in industry a long time, Your phone starts to disconnect / break up, Agent calling on a policy approved earlier today, Agent doesn't understand why we requested something, Agent wants to stay on the line while something gets done, Agent asks you to hold on while they find something, Agent is 75 or older, Random unidentifiable noise in the background, Assistant calling on behalf of agent, Agent says they got an email from us and Agent asks if they need to do anything.

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