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