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