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