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