Conserved a policy Changed payment to statement by mail Transferred to Liberty Mutual Deescalated a caller Emailed a change of beneficiary form Spoke to someone in Minnesota Checked OLRR Notes Customer is driving Helped an agent on the help line. Customer says “Trust- Stage” Processed a loan request Made multiple payments during one call Transferred a policy to sales. Said ‘Good morning in the team chat!’ Drank Coffee or Tea Set up new billing method with card information Spoke to a spouse Spoke to an Ethos agent Offered the survey Went ready right after a call Updated an address Customer is from New York Customer thanked you by name! Sent a policy summary Conserved a policy Changed payment to statement by mail Transferred to Liberty Mutual Deescalated a caller Emailed a change of beneficiary form Spoke to someone in Minnesota Checked OLRR Notes Customer is driving Helped an agent on the help line. Customer says “Trust- Stage” Processed a loan request Made multiple payments during one call Transferred a policy to sales. Said ‘Good morning in the team chat!’ Drank Coffee or Tea Set up new billing method with card information Spoke to a spouse Spoke to an Ethos agent Offered the survey Went ready right after a call Updated an address Customer is from New York Customer thanked you by name! Sent a policy summary
(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
Changed payment to statement by mail
Transferred to Liberty Mutual
Deescalated a caller
Emailed a change of beneficiary form
Spoke to someone in Minnesota
Checked OLRR Notes
Customer is driving
Helped an agent on the help line.
Customer says “Trust-Stage”
Processed a loan request
Made multiple payments during one call
Transferred a policy to sales.
Said ‘Good morning in the team chat!’
Drank Coffee or Tea
Set up new billing method with card information
Spoke to a spouse
Spoke to an Ethos agent
Offered the survey
Went ready right after a call
Updated an address
Customer is from New York
Customer thanked you by name!
Sent a policy summary