Promotedthe onlinewebsiteSet up newbillingmethod withcardinformationEmailedan onlineaccountset upHelped anagent onthe helplineDiscussedDividendsSpoketo aspouseProcessed a loan requestSent apolicysummaryCustomeris from IowaTransferreda customerto salesEmailed a change of beneficiary formCustomer says “Trust- Stage”Talked tosomeonethat isverbal authReviewedcurrentcoverageSaid ‘Goodmorning inthe teamchat!’Wentreadyright aftera callUpdatedanaddressCheckedOLRRNotesConserveda policyCustomeris fromFloridaOfferedthesurveySomeone asks about weatherCustomerthankedyou byname!Deescalateda callerPromotedthe onlinewebsiteSet up newbillingmethod withcardinformationEmailedan onlineaccountset upHelped anagent onthe helplineDiscussedDividendsSpoketo aspouseProcessed a loan requestSent apolicysummaryCustomeris from IowaTransferreda customerto salesEmailed a change of beneficiary formCustomer says “Trust- Stage”Talked tosomeonethat isverbal authReviewedcurrentcoverageSaid ‘Goodmorning inthe teamchat!’Wentreadyright aftera callUpdatedanaddressCheckedOLRRNotesConserveda policyCustomeris fromFloridaOfferedthesurveySomeone asks about weatherCustomerthankedyou byname!Deescalateda caller

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