Enriching Relationships

Enriching Relationships Bingo Card
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This bingo card has a free space and 24 words: Wished customer Happy Birthday (Early/Belated/Birthday Eve)., (When deleting a driver who left the company) “I hope he/she left the company on good terms”, Told a customer to “Drive safe!”, Congratulated Agent on a new business policy/sale., When calling out to get permission from NI, informed him about Permission Notes., Offered to show AOR capabilities in FAO (Inform/educate beyond their current request), Offered COI for vehicle being added w/ LH or AI (without customer asking)., Asked customer about their past/upcoming weekend., NI changed address & stated they moved: “Congrats on your move hope it is going well!”, “Congratulations on your new vehicle!”, Asked NI/AOR about their hobbies., Told a New Business customer we are happy to have them at PGR., Empathized with customer about business (or even a personal matter)., Talked with customer about places they’ve travelled/things they’ve done., Wished AOR best of luck on a quote they are attempting to sell., Asked NI/AOR how long they’ve been in business., Asked customer what they like about where they live., Wished customer well before transferring them to claims., Told customer we are here for them 24/7., Offered to assist AOR with any other commercial policies., Offered to send ID cards when adding a vehicle (without NI/AOR asking)., Made customer laugh!, Asked NI/AOR how business is going. and Informed NI about OLS/offered to help them register..

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