Set up newbillingmethod withcardinformationPromotedthe onlinewebsiteEmailedan onlineaccountset upDeescalateda callerConserveda policyWentreadyright aftera callUpdatedanaddressEmailed a change of beneficiary formReviewedcurrentcoverageCustomer says “Trust- Stage”Helped anagent onthe helplineProcessed a loan requestSpoketo aspouseSent apolicysummaryCustomerthankedyou byname!Said ‘Goodmorning inthe teamchat!’CheckedOLRRNotesTalked tosomeonethat isverbal authOfferedthesurveyCustomeris from IowaTransferreda customerto salesDiscussedDividendsCustomeris fromFloridaSomeone asks about weatherSet up newbillingmethod withcardinformationPromotedthe onlinewebsiteEmailedan onlineaccountset upDeescalateda callerConserveda policyWentreadyright aftera callUpdatedanaddressEmailed a change of beneficiary formReviewedcurrentcoverageCustomer says “Trust- Stage”Helped anagent onthe helplineProcessed a loan requestSpoketo aspouseSent apolicysummaryCustomerthankedyou byname!Said ‘Goodmorning inthe teamchat!’CheckedOLRRNotesTalked tosomeonethat isverbal authOfferedthesurveyCustomeris from IowaTransferreda customerto salesDiscussedDividendsCustomeris fromFloridaSomeone asks about weather

Agent Bingo - Call List

(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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Set up new billing method with card information
  2. Promoted the online website
  3. Emailed an online account set up
  4. Deescalated a caller
  5. Conserved a policy
  6. Went ready right after a call
  7. Updated an address
  8. Emailed a change of beneficiary form
  9. Reviewed current coverage
  10. Customer says “Trust- Stage”
  11. Helped an agent on the help line
  12. Processed a loan request
  13. Spoke to a spouse
  14. Sent a policy summary
  15. Customer thanked you by name!
  16. Said ‘Good morning in the team chat!’
  17. Checked OLRR Notes
  18. Talked to someone that is verbal auth
  19. Offered the survey
  20. Customer is from Iowa
  21. Transferred a customer to sales
  22. Discussed Dividends
  23. Customer is from Florida
  24. Someone asks about weather