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