Processeda loanrequestCustomersays“Trust-Stage”Deescalateda callerTalked tosomeonethat isverbal authCustomeris fromIowaWentreadyright aftera callOfferedthesurveySet up newbillingmethod withcardinformationPromotedthe onlinewebsiteEmailedan onlineaccountset upCheckedOLRRNotesSpoketo aspouseCustomeris fromFloridaSaid goodmorningin teamchatTransferreda customerto salesReviewedcurrentcoverageDiscussedDividendsConserveda policySomeoneasksaboutweatherUpdatedanaddressEmailed achange ofbeneficiaryformHelped anagent onthe helplineSent apolicysummaryCustomerthankedyou byname!Processeda loanrequestCustomersays“Trust-Stage”Deescalateda callerTalked tosomeonethat isverbal authCustomeris fromIowaWentreadyright aftera callOfferedthesurveySet up newbillingmethod withcardinformationPromotedthe onlinewebsiteEmailedan onlineaccountset upCheckedOLRRNotesSpoketo aspouseCustomeris fromFloridaSaid goodmorningin teamchatTransferreda customerto salesReviewedcurrentcoverageDiscussedDividendsConserveda policySomeoneasksaboutweatherUpdatedanaddressEmailed achange ofbeneficiaryformHelped anagent onthe helplineSent apolicysummaryCustomerthankedyou byname!

Monday Funday BINGO - Call List

(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.


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  1. Processed a loan request
  2. Customer says “Trust-Stage”
  3. Deescalated a caller
  4. Talked to someone that is verbal auth
  5. Customer is from Iowa
  6. Went ready right after a call
  7. Offered the survey
  8. Set up new billing method with card information
  9. Promoted the online website
  10. Emailed an online account set up
  11. Checked OLRR Notes
  12. Spoke to a spouse
  13. Customer is from Florida
  14. Said good morning in team chat
  15. Transferred a customer to sales
  16. Reviewed current coverage
  17. Discussed Dividends
  18. Conserved a policy
  19. Someone asks about weather
  20. Updated an address
  21. Emailed a change of beneficiary form
  22. Helped an agent on the help line
  23. Sent a policy summary
  24. Customer thanked you by name!