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