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