Someone asks about weatherHelped anagent onthe helplineSent apolicysummaryCustomeris fromFloridaReviewedcurrentcoverageCustomer says “Trust- Stage”Transferreda customerto salesDiscussedDividendsDeescalateda callerWentreadyright aftera callCustomeris from IowaProcessed a loan requestEmailedan onlineaccountset upCheckedOLRRNotesSpoketo aspouseSaid ‘Goodmorning inthe teamchat!’Promotedthe onlinewebsiteTalked tosomeonethat isverbal authOfferedthesurveyCustomerthankedyou byname!Set up newbillingmethod withcardinformationUpdatedanaddressEmailed a change of beneficiary formConserveda policySomeone asks about weatherHelped anagent onthe helplineSent apolicysummaryCustomeris fromFloridaReviewedcurrentcoverageCustomer says “Trust- Stage”Transferreda customerto salesDiscussedDividendsDeescalateda callerWentreadyright aftera callCustomeris from IowaProcessed a loan requestEmailedan onlineaccountset upCheckedOLRRNotesSpoketo aspouseSaid ‘Goodmorning inthe teamchat!’Promotedthe onlinewebsiteTalked tosomeonethat isverbal authOfferedthesurveyCustomerthankedyou byname!Set up newbillingmethod withcardinformationUpdatedanaddressEmailed a change of beneficiary formConserveda policy

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Someone asks about weather
  2. Helped an agent on the help line
  3. Sent a policy summary
  4. Customer is from Florida
  5. Reviewed current coverage
  6. Customer says “Trust- Stage”
  7. Transferred a customer to sales
  8. Discussed Dividends
  9. Deescalated a caller
  10. Went ready right after a call
  11. Customer is from Iowa
  12. Processed a loan request
  13. Emailed an online account set up
  14. Checked OLRR Notes
  15. Spoke to a spouse
  16. Said ‘Good morning in the team chat!’
  17. Promoted the online website
  18. Talked to someone that is verbal auth
  19. Offered the survey
  20. Customer thanked you by name!
  21. Set up new billing method with card information
  22. Updated an address
  23. Emailed a change of beneficiary form
  24. Conserved a policy