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