Said ‘Goodmorning inthe teamchat!’UpdatedanaddressTalked tosomeonethat isverbal authEmailed a change of beneficiary formOfferedthesurveySent apolicysummaryPromotedthe onlinewebsiteConserveda policyCustomeris from IowaProcessed a loan requestSpoketo aspouseWentreadyright aftera callHelped anagent onthe helplineDeescalateda callerCustomerthankedyou byname!Customer says “Trust- Stage”Set up newbillingmethod withcardinformationDiscussedDividendsTransferreda customerto salesCustomeris fromFloridaSomeone asks about weatherReviewedcurrentcoverageCheckedOLRRNotesEmailedan onlineaccountset upSaid ‘Goodmorning inthe teamchat!’UpdatedanaddressTalked tosomeonethat isverbal authEmailed a change of beneficiary formOfferedthesurveySent apolicysummaryPromotedthe onlinewebsiteConserveda policyCustomeris from IowaProcessed a loan requestSpoketo aspouseWentreadyright aftera callHelped anagent onthe helplineDeescalateda callerCustomerthankedyou byname!Customer says “Trust- Stage”Set up newbillingmethod withcardinformationDiscussedDividendsTransferreda customerto salesCustomeris fromFloridaSomeone asks about weatherReviewedcurrentcoverageCheckedOLRRNotesEmailedan onlineaccountset up

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