Someone asks about weatherPromotedthe onlinewebsiteOfferedthesurveyDiscussedDividendsCustomer says “Trust- Stage”Wentreadyright aftera callSpoketo aspouseHelped anagent onthe helplineCheckedOLRRNotesTransferreda customerto salesConserveda policyCustomerthankedyou byname!Customeris from IowaTalked tosomeonethat isverbal authCustomeris fromFloridaUpdatedanaddressReviewedcurrentcoverageEmailed a change of beneficiary formDeescalateda callerSet up newbillingmethod withcardinformationSent apolicysummarySaid ‘Goodmorning inthe teamchat!’Emailedan onlineaccountset upProcessed a loan requestSomeone asks about weatherPromotedthe onlinewebsiteOfferedthesurveyDiscussedDividendsCustomer says “Trust- Stage”Wentreadyright aftera callSpoketo aspouseHelped anagent onthe helplineCheckedOLRRNotesTransferreda customerto salesConserveda policyCustomerthankedyou byname!Customeris from IowaTalked tosomeonethat isverbal authCustomeris fromFloridaUpdatedanaddressReviewedcurrentcoverageEmailed a change of beneficiary formDeescalateda callerSet up newbillingmethod withcardinformationSent apolicysummarySaid ‘Goodmorning inthe teamchat!’Emailedan onlineaccountset upProcessed a loan request

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