Emailedan onlineaccountset upDeescalateda callerOfferedthesurveyCustomerthankedyou byname!UpdatedanaddressEmailed a change of beneficiary formTransferreda customerto salesDiscussedDividendsCustomeris from IowaPromotedthe onlinewebsiteHelped anagent onthe helplineCheckedOLRRNotesSaid ‘Goodmorning inthe teamchat!’Customer says “Trust- Stage”Customeris fromFloridaProcessed a loan requestReviewedcurrentcoverageSpoketo aspouseTalked tosomeonethat isverbal authSet up newbillingmethod withcardinformationConserveda policyWentreadyright aftera callSent apolicysummarySomeone asks about weatherEmailedan onlineaccountset upDeescalateda callerOfferedthesurveyCustomerthankedyou byname!UpdatedanaddressEmailed a change of beneficiary formTransferreda customerto salesDiscussedDividendsCustomeris from IowaPromotedthe onlinewebsiteHelped anagent onthe helplineCheckedOLRRNotesSaid ‘Goodmorning inthe teamchat!’Customer says “Trust- Stage”Customeris fromFloridaProcessed a loan requestReviewedcurrentcoverageSpoketo aspouseTalked tosomeonethat isverbal authSet up newbillingmethod withcardinformationConserveda policyWentreadyright aftera callSent apolicysummarySomeone asks about weather

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