DiscussedDividendsSent apolicysummaryEmailedan onlineaccountset upOfferedthesurveyCustomeris from IowaSet up newbillingmethod withcardinformationConserveda policyTalked tosomeonethat isverbal authWentreadyright aftera callCustomer says “Trust- Stage”Customerthankedyou byname!Transferreda customerto salesEmailed a change of beneficiary formPromotedthe onlinewebsiteHelped anagent onthe helplineReviewedcurrentcoverageDeescalateda callerSpoketo aspouseSomeone asks about weatherSaid ‘Goodmorning inthe teamchat!’CheckedOLRRNotesProcessed a loan requestCustomeris fromFloridaUpdatedanaddressDiscussedDividendsSent apolicysummaryEmailedan onlineaccountset upOfferedthesurveyCustomeris from IowaSet up newbillingmethod withcardinformationConserveda policyTalked tosomeonethat isverbal authWentreadyright aftera callCustomer says “Trust- Stage”Customerthankedyou byname!Transferreda customerto salesEmailed a change of beneficiary formPromotedthe onlinewebsiteHelped anagent onthe helplineReviewedcurrentcoverageDeescalateda callerSpoketo aspouseSomeone asks about weatherSaid ‘Goodmorning inthe teamchat!’CheckedOLRRNotesProcessed a loan requestCustomeris fromFloridaUpdatedanaddress

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.


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