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