Customeris fromNew YorkSent apolicysummaryConserveda policyWished PatMcCoolHappyRetirement!ReviewedcurrentcoverageSpoketo aspouseDeescalateda callerDiscussedDividendsPromotedthe onlinewebsiteCustomeris fromIowaCustomeris drivingEmailed achange ofbeneficiaryformCheckedOLRRnotesSomeoneasksaboutweatherCheckedOLRRNotesSet upAutoPayCustomersays“Trust-Stage”Customerthankedyou byname!Transferreda customerto salesOfferedthesurveyWentreadyright aftera callUpdatedanaddressProcesseda loanrequestHelped anagent onthe helplineCustomeris fromNew YorkSent apolicysummaryConserveda policyWished PatMcCoolHappyRetirement!ReviewedcurrentcoverageSpoketo aspouseDeescalateda callerDiscussedDividendsPromotedthe onlinewebsiteCustomeris fromIowaCustomeris drivingEmailed achange ofbeneficiaryformCheckedOLRRnotesSomeoneasksaboutweatherCheckedOLRRNotesSet upAutoPayCustomersays“Trust-Stage”Customerthankedyou byname!Transferreda customerto salesOfferedthesurveyWentreadyright aftera callUpdatedanaddressProcesseda loanrequestHelped anagent onthe helpline

Untitled Bingo - Call List

(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.


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  1. Customer is from New York
  2. Sent a policy summary
  3. Conserved a policy
  4. Wished Pat McCool Happy Retirement!
  5. Reviewed current coverage
  6. Spoke to a spouse
  7. Deescalated a caller
  8. Discussed Dividends
  9. Promoted the online website
  10. Customer is from Iowa
  11. Customer is driving
  12. Emailed a change of beneficiary form
  13. Checked OLRR notes
  14. Someone asks about weather
  15. Checked OLRR Notes
  16. Set up Auto Pay
  17. Customer says “Trust-Stage”
  18. Customer thanked you by name!
  19. Transferred a customer to sales
  20. Offered the survey
  21. Went ready right after a call
  22. Updated an address
  23. Processed a loan request
  24. Helped an agent on the help line