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