Deescalateda callerCustomer says “Trust- Stage”Conserveda policyCustomerthankedyou byname!Someone asks about weatherCheckedOLRRNotesCustomeris from IowaEmailed a change of beneficiary formSent apolicysummaryReviewedcurrentcoverageSpoketo aspouseTalked tosomeonethat isverbal authDiscussedDividendsCustomeris fromFloridaPromotedthe onlinewebsiteUpdatedanaddressEmailedan onlineaccountset upSet up newbillingmethod withcardinformationSaid ‘Goodmorning inthe teamchat!’Transferreda customerto salesProcessed a loan requestOfferedthesurveyWentreadyright aftera callHelped anagent onthe helplineDeescalateda callerCustomer says “Trust- Stage”Conserveda policyCustomerthankedyou byname!Someone asks about weatherCheckedOLRRNotesCustomeris from IowaEmailed a change of beneficiary formSent apolicysummaryReviewedcurrentcoverageSpoketo aspouseTalked tosomeonethat isverbal authDiscussedDividendsCustomeris fromFloridaPromotedthe onlinewebsiteUpdatedanaddressEmailedan onlineaccountset upSet up newbillingmethod withcardinformationSaid ‘Goodmorning inthe teamchat!’Transferreda customerto salesProcessed a loan requestOfferedthesurveyWentreadyright aftera callHelped 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. Deescalated a caller
  2. Customer says “Trust- Stage”
  3. Conserved a policy
  4. Customer thanked you by name!
  5. Someone asks about weather
  6. Checked OLRR Notes
  7. Customer is from Iowa
  8. Emailed a change of beneficiary form
  9. Sent a policy summary
  10. Reviewed current coverage
  11. Spoke to a spouse
  12. Talked to someone that is verbal auth
  13. Discussed Dividends
  14. Customer is from Florida
  15. Promoted the online website
  16. Updated an address
  17. Emailed an online account set up
  18. Set up new billing method with card information
  19. Said ‘Good morning in the team chat!’
  20. Transferred a customer to sales
  21. Processed a loan request
  22. Offered the survey
  23. Went ready right after a call
  24. Helped an agent on the help line