Customer says “Trust- Stage”Talked tosomeonethat isverbal authProcessed a loan requestSomeone asks about weatherEmailed a change of beneficiary formCustomeris from IowaHelped anagent onthe helplineCheckedOLRRNotesSet up newbillingmethod withcardinformationCustomerthankedyou byname!Sent apolicysummaryDeescalateda callerConserveda policyEmailedan onlineaccountset upWentreadyright aftera callSpoketo aspouseDiscussedDividendsReviewedcurrentcoveragePromotedthe onlinewebsiteSaid ‘Goodmorning inthe teamchat!’Transferreda customerto salesCustomeris fromFloridaUpdatedanaddressOfferedthesurveyCustomer says “Trust- Stage”Talked tosomeonethat isverbal authProcessed a loan requestSomeone asks about weatherEmailed a change of beneficiary formCustomeris from IowaHelped anagent onthe helplineCheckedOLRRNotesSet up newbillingmethod withcardinformationCustomerthankedyou byname!Sent apolicysummaryDeescalateda callerConserveda policyEmailedan onlineaccountset upWentreadyright aftera callSpoketo aspouseDiscussedDividendsReviewedcurrentcoveragePromotedthe onlinewebsiteSaid ‘Goodmorning inthe teamchat!’Transferreda customerto salesCustomeris fromFloridaUpdatedanaddressOfferedthesurvey

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