Customeris from IowaCustomeris fromFloridaSet up newbillingmethod withcardinformationSaid ‘Goodmorning inthe teamchat!’Processed a loan requestCustomer says “Trust- Stage”ReviewedcurrentcoverageConserveda policySomeone asks about weatherDiscussedDividendsDeescalateda callerTalked tosomeonethat isverbal authEmailed a change of beneficiary formSpoketo aspouseCustomerthankedyou byname!Sent apolicysummaryWentreadyright aftera callOfferedthesurveyPromotedthe onlinewebsiteCheckedOLRRNotesUpdatedanaddressHelped anagent onthe helplineTransferreda customerto salesEmailedan onlineaccountset upCustomeris from IowaCustomeris fromFloridaSet up newbillingmethod withcardinformationSaid ‘Goodmorning inthe teamchat!’Processed a loan requestCustomer says “Trust- Stage”ReviewedcurrentcoverageConserveda policySomeone asks about weatherDiscussedDividendsDeescalateda callerTalked tosomeonethat isverbal authEmailed a change of beneficiary formSpoketo aspouseCustomerthankedyou byname!Sent apolicysummaryWentreadyright aftera callOfferedthesurveyPromotedthe onlinewebsiteCheckedOLRRNotesUpdatedanaddressHelped anagent onthe helplineTransferreda customerto salesEmailedan onlineaccountset up

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