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