Transferreda customerto salesDiscussedDividendsEmailedan onlineaccountset upHelped anagent onthe helplinePromotedthe onlinewebsiteProcessed a loan requestCustomer says “Trust- Stage”Conserveda policyCustomeris from IowaCheckedOLRRNotesDeescalateda callerOfferedthesurveySaid ‘Goodmorning inthe teamchat!’Someone asks about weatherWentreadyright aftera callTalked tosomeonethat isverbal authSent apolicysummarySet up newbillingmethod withcardinformationCustomeris fromFloridaEmailed a change of beneficiary formSpoketo aspouseUpdatedanaddressCustomerthankedyou byname!ReviewedcurrentcoverageTransferreda customerto salesDiscussedDividendsEmailedan onlineaccountset upHelped anagent onthe helplinePromotedthe onlinewebsiteProcessed a loan requestCustomer says “Trust- Stage”Conserveda policyCustomeris from IowaCheckedOLRRNotesDeescalateda callerOfferedthesurveySaid ‘Goodmorning inthe teamchat!’Someone asks about weatherWentreadyright aftera callTalked tosomeonethat isverbal authSent apolicysummarySet up newbillingmethod withcardinformationCustomeris fromFloridaEmailed a change of beneficiary formSpoketo aspouseUpdatedanaddressCustomerthankedyou byname!Reviewedcurrentcoverage

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