Conserveda policyEmailedan onlineaccountset upDiscussedDividendsSet up newbillingmethod withcardinformationUpdatedanaddressOfferedthesurveyTransferreda customerto salesEmailed a change of beneficiary formCheckedOLRRNotesSomeone asks about weatherWentreadyright aftera callCustomeris from IowaProcessed a loan requestSaid ‘Goodmorning inthe teamchat!’Talked tosomeonethat isverbal authSpoketo aspouseCustomeris fromFloridaCustomerthankedyou byname!ReviewedcurrentcoverageSent apolicysummaryDeescalateda callerCustomer says “Trust- Stage”Promotedthe onlinewebsiteHelped anagent onthe helplineConserveda policyEmailedan onlineaccountset upDiscussedDividendsSet up newbillingmethod withcardinformationUpdatedanaddressOfferedthesurveyTransferreda customerto salesEmailed a change of beneficiary formCheckedOLRRNotesSomeone asks about weatherWentreadyright aftera callCustomeris from IowaProcessed a loan requestSaid ‘Goodmorning inthe teamchat!’Talked tosomeonethat isverbal authSpoketo aspouseCustomeris fromFloridaCustomerthankedyou byname!ReviewedcurrentcoverageSent apolicysummaryDeescalateda callerCustomer says “Trust- Stage”Promotedthe onlinewebsiteHelped anagent onthe helpline

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