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