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