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