Customer is from New York Wished Pat McCool Happy Retirement! Customer says “Trust- Stage” Customer is from Iowa Checked OLRR notes Sent a policy summary Went ready right after a call Spoke to a spouse Promoted the online website Customer thanked you by name! Set up Auto Pay Updated an address Helped an agent on the help line Transferred a customer to sales Offered the survey Someone asks about weather Processed a loan request Checked OLRR Notes Emailed a change of beneficiary form Discussed Dividends Customer is driving Conserved a policy Reviewed current coverage Deescalated a caller Customer is from New York Wished Pat McCool Happy Retirement! Customer says “Trust- Stage” Customer is from Iowa Checked OLRR notes Sent a policy summary Went ready right after a call Spoke to a spouse Promoted the online website Customer thanked you by name! Set up Auto Pay Updated an address Helped an agent on the help line Transferred a customer to sales Offered the survey Someone asks about weather Processed a loan request Checked OLRR Notes Emailed a change of beneficiary form Discussed Dividends Customer is driving Conserved a policy Reviewed current coverage Deescalated a caller
(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.
Customer is from New York
Wished Pat McCool Happy Retirement!
Customer says “Trust-Stage”
Customer is from Iowa
Checked OLRR notes
Sent a policy summary
Went ready right after a call
Spoke to a spouse
Promoted the online website
Customer thanked you by name!
Set up Auto Pay
Updated an address
Helped an agent on the help line
Transferred a customer to sales
Offered the survey
Someone asks about weather
Processed a loan request
Checked OLRR Notes
Emailed a change of beneficiary form
Discussed Dividends
Customer is driving
Conserved a policy
Reviewed current coverage
Deescalated a caller