DiscussedDividendsHelped anagent onthe helplineSaid ‘Goodmorning inthe teamchat!’Spoketo aspouseTransferreda customerto salesOfferedthesurveySet up newbillingmethod withcardinformationEmailedan onlineaccountset upTalked tosomeonethat isverbal authUpdatedanaddressCustomeris fromFloridaProcessed a loan requestDeescalateda callerPromotedthe onlinewebsiteCheckedOLRRNotesCustomeris from IowaReviewedcurrentcoverageCustomer says “Trust- Stage”Emailed a change of beneficiary formWentreadyright aftera callConserveda policyCustomerthankedyou byname!Sent apolicysummarySomeone asks about weatherDiscussedDividendsHelped anagent onthe helplineSaid ‘Goodmorning inthe teamchat!’Spoketo aspouseTransferreda customerto salesOfferedthesurveySet up newbillingmethod withcardinformationEmailedan onlineaccountset upTalked tosomeonethat isverbal authUpdatedanaddressCustomeris fromFloridaProcessed a loan requestDeescalateda callerPromotedthe onlinewebsiteCheckedOLRRNotesCustomeris from IowaReviewedcurrentcoverageCustomer says “Trust- Stage”Emailed a change of beneficiary formWentreadyright aftera callConserveda policyCustomerthankedyou byname!Sent apolicysummarySomeone asks about weather

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