Deescalateda callerSet up newbillingmethod withcardinformationCustomerthankedyou byname!ReviewedcurrentcoverageTalked tosomeonethat isverbal authWentreadyright aftera callEmailedan onlineaccountset upTransferreda customerto salesCustomer says “Trust- Stage”Helped anagent onthe helplineSent apolicysummarySaid ‘Goodmorning inthe teamchat!’Customeris fromFloridaProcessed a loan requestCheckedOLRRNotesDiscussedDividendsPromotedthe onlinewebsiteSpoketo aspouseSomeone asks about weatherUpdatedanaddressConserveda policyEmailed a change of beneficiary formOfferedthesurveyCustomeris from IowaDeescalateda callerSet up newbillingmethod withcardinformationCustomerthankedyou byname!ReviewedcurrentcoverageTalked tosomeonethat isverbal authWentreadyright aftera callEmailedan onlineaccountset upTransferreda customerto salesCustomer says “Trust- Stage”Helped anagent onthe helplineSent apolicysummarySaid ‘Goodmorning inthe teamchat!’Customeris fromFloridaProcessed a loan requestCheckedOLRRNotesDiscussedDividendsPromotedthe onlinewebsiteSpoketo aspouseSomeone asks about weatherUpdatedanaddressConserveda policyEmailed a change of beneficiary formOfferedthesurveyCustomeris from Iowa

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Deescalated a caller
  2. Set up new billing method with card information
  3. Customer thanked you by name!
  4. Reviewed current coverage
  5. Talked to someone that is verbal auth
  6. Went ready right after a call
  7. Emailed an online account set up
  8. Transferred a customer to sales
  9. Customer says “Trust- Stage”
  10. Helped an agent on the help line
  11. Sent a policy summary
  12. Said ‘Good morning in the team chat!’
  13. Customer is from Florida
  14. Processed a loan request
  15. Checked OLRR Notes
  16. Discussed Dividends
  17. Promoted the online website
  18. Spoke to a spouse
  19. Someone asks about weather
  20. Updated an address
  21. Conserved a policy
  22. Emailed a change of beneficiary form
  23. Offered the survey
  24. Customer is from Iowa