Deescalated a caller Helped an agent on the help line Went ready right after a call Talked to someone that is verbal auth Customer is from Florida Customer thanked you by name! Spoke to a spouse Said ‘Good morning in the team chat!’ Emailed an online account set up Offered the survey Set up new billing method with card information Emailed a change of beneficiary form Customer says “Trust- Stage” Discussed Dividends Promoted the online website Sent a policy summary Transferred a customer to sales Customer is from Iowa Updated an address Conserved a policy Someone asks about weather Checked OLRR Notes Reviewed current coverage Processed a loan request Deescalated a caller Helped an agent on the help line Went ready right after a call Talked to someone that is verbal auth Customer is from Florida Customer thanked you by name! Spoke to a spouse Said ‘Good morning in the team chat!’ Emailed an online account set up Offered the survey Set up new billing method with card information Emailed a change of beneficiary form Customer says “Trust- Stage” Discussed Dividends Promoted the online website Sent a policy summary Transferred a customer to sales Customer is from Iowa Updated an address Conserved a policy Someone asks about weather Checked OLRR Notes Reviewed current coverage Processed a loan request
(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.
Deescalated a caller
Helped an agent on the help line
Went ready right after a call
Talked to someone that is verbal auth
Customer is from Florida
Customer thanked you by name!
Spoke to a spouse
Said ‘Good morning in the team chat!’
Emailed an online account set up
Offered the survey
Set up new billing method with card information
Emailed a
change of
beneficiary
form
Customer
says “Trust-
Stage”
Discussed Dividends
Promoted the online website
Sent a policy summary
Transferred a customer to sales
Customer is
from Iowa
Updated an address
Conserved a policy
Someone
asks about
weather
Checked OLRR Notes
Reviewed current coverage
Processed a
loan request