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