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