Said ‘Good morning in the team chat!’ Helped an agent on the help line Set up new billing method with card information Conserved a policy Emailed a change of beneficiary form Discussed Dividends Customer thanked you by name! Emailed an online account set up Customer says “Trust- Stage” Customer is from Iowa Transferred a customer to sales Deescalated a caller Talked to someone that is verbal auth Customer is from Florida Processed a loan request Updated an address Offered the survey Sent a policy summary Checked OLRR Notes Reviewed current coverage Promoted the online website Spoke to a spouse Went ready right after a call Someone asks about weather Said ‘Good morning in the team chat!’ Helped an agent on the help line Set up new billing method with card information Conserved a policy Emailed a change of beneficiary form Discussed Dividends Customer thanked you by name! Emailed an online account set up Customer says “Trust- Stage” Customer is from Iowa Transferred a customer to sales Deescalated a caller Talked to someone that is verbal auth Customer is from Florida Processed a loan request Updated an address Offered the survey Sent a policy summary Checked OLRR Notes Reviewed current coverage Promoted the online website Spoke to a spouse Went ready right after a call Someone asks about weather
(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.
Said ‘Good morning in the team chat!’
Helped an agent on the help line
Set up new billing method with card information
Conserved a policy
Emailed a
change of
beneficiary
form
Discussed Dividends
Customer thanked you by name!
Emailed an online account set up
Customer
says “Trust-
Stage”
Customer is
from Iowa
Transferred a customer to sales
Deescalated a caller
Talked to someone that is verbal auth
Customer is from Florida
Processed a
loan request
Updated an address
Offered the survey
Sent a policy summary
Checked OLRR Notes
Reviewed current coverage
Promoted the online website
Spoke to a spouse
Went ready right after a call
Someone
asks about
weather