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