Sent apolicysummarySet up newbillingmethod withcardinformationEmailed a change of beneficiary formHelped anagent onthe helplineOfferedthesurveyTransferreda customerto salesPromotedthe onlinewebsiteCheckedOLRRNotesDiscussedDividendsTalked tosomeonethat isverbal authProcessed a loan requestSaid ‘Goodmorning inthe teamchat!’UpdatedanaddressCustomeris from IowaSpoketo aspouseCustomer says “Trust- Stage”Someone asks about weatherCustomerthankedyou byname!Emailedan onlineaccountset upDeescalateda callerCustomeris fromFloridaReviewedcurrentcoverageConserveda policyWentreadyright aftera callSent apolicysummarySet up newbillingmethod withcardinformationEmailed a change of beneficiary formHelped anagent onthe helplineOfferedthesurveyTransferreda customerto salesPromotedthe onlinewebsiteCheckedOLRRNotesDiscussedDividendsTalked tosomeonethat isverbal authProcessed a loan requestSaid ‘Goodmorning inthe teamchat!’UpdatedanaddressCustomeris from IowaSpoketo aspouseCustomer says “Trust- Stage”Someone asks about weatherCustomerthankedyou byname!Emailedan onlineaccountset upDeescalateda callerCustomeris fromFloridaReviewedcurrentcoverageConserveda policyWentreadyright aftera call

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