Deescalateda callerEmailedan onlineaccountset upDiscussedDividendsCustomer says “Trust- Stage”Customeris fromFloridaSpoketo aspousePromotedthe onlinewebsiteUpdatedanaddressEmailed a change of beneficiary formProcessed a loan requestTransferreda customerto salesCustomerthankedyou byname!Talked tosomeonethat isverbal authSomeone asks about weatherHelped anagent onthe helplineCustomeris from IowaReviewedcurrentcoverageSet up newbillingmethod withcardinformationWentreadyright aftera callCheckedOLRRNotesOfferedthesurveySaid ‘Goodmorning inthe teamchat!’Conserveda policySent apolicysummaryDeescalateda callerEmailedan onlineaccountset upDiscussedDividendsCustomer says “Trust- Stage”Customeris fromFloridaSpoketo aspousePromotedthe onlinewebsiteUpdatedanaddressEmailed a change of beneficiary formProcessed a loan requestTransferreda customerto salesCustomerthankedyou byname!Talked tosomeonethat isverbal authSomeone asks about weatherHelped anagent onthe helplineCustomeris from IowaReviewedcurrentcoverageSet up newbillingmethod withcardinformationWentreadyright aftera callCheckedOLRRNotesOfferedthesurveySaid ‘Goodmorning inthe teamchat!’Conserveda policySent apolicysummary

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