Someone asks about weatherCheckedOLRRNotesUpdatedanaddressTalked tosomeonethat isverbal authWentreadyright aftera callEmailedan onlineaccountset upHelped anagent onthe helplineDiscussedDividendsSet up newbillingmethod withcardinformationPromotedthe onlinewebsiteSpoketo aspouseSaid ‘Goodmorning inthe teamchat!’Sent apolicysummaryCustomeris from IowaEmailed a change of beneficiary formCustomer says “Trust- Stage”OfferedthesurveyReviewedcurrentcoverageProcessed a loan requestConserveda policyTransferreda customerto salesCustomeris fromFloridaCustomerthankedyou byname!Deescalateda callerSomeone asks about weatherCheckedOLRRNotesUpdatedanaddressTalked tosomeonethat isverbal authWentreadyright aftera callEmailedan onlineaccountset upHelped anagent onthe helplineDiscussedDividendsSet up newbillingmethod withcardinformationPromotedthe onlinewebsiteSpoketo aspouseSaid ‘Goodmorning inthe teamchat!’Sent apolicysummaryCustomeris from IowaEmailed a change of beneficiary formCustomer says “Trust- Stage”OfferedthesurveyReviewedcurrentcoverageProcessed a loan requestConserveda policyTransferreda customerto salesCustomeris fromFloridaCustomerthankedyou byname!Deescalateda caller

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