Confirmed address Greeted Promptly Client's phone vibrates Password is case- sensitive Shares Thrivent ID Removes residential phone CCP is put on speakerphone CCP used IVR to start call Takes active notes Could have used IVR CCP says, “Take your time.” Guides to beneficiary details ANI matched phone number Client shares username Repeated email address CCP says, "Forgot Password link" CCP apologizes/yields to caller Checks preferences Shares full name of Trust “Eye- ball icon” Submits OOW survey Validates email Confirmed username Validated email and address in Salesforce "If you have any questions, just let me know." “What kind of device are you using?” CCP says, “Beneficiaries.” CCP thanks client for calling CCP pulls up Twilio Pulls up CDIC Anything else I can help you with today?” CCP says "Thrivent Access Management“ CCP refreshes Salesforce Offered to connect to product center Confirmed address Greeted Promptly Client's phone vibrates Password is case- sensitive Shares Thrivent ID Removes residential phone CCP is put on speakerphone CCP used IVR to start call Takes active notes Could have used IVR CCP says, “Take your time.” Guides to beneficiary details ANI matched phone number Client shares username Repeated email address CCP says, "Forgot Password link" CCP apologizes/yields to caller Checks preferences Shares full name of Trust “Eye- ball icon” Submits OOW survey Validates email Confirmed username Validated email and address in Salesforce "If you have any questions, just let me know." “What kind of device are you using?” CCP says, “Beneficiaries.” CCP thanks client for calling CCP pulls up Twilio Pulls up CDIC Anything else I can help you with today?” CCP says "Thrivent Access Management“ CCP refreshes Salesforce Offered to connect to product center
(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.
Confirmed address
Greeted Promptly
Client's phone vibrates
Password is case-sensitive
Shares Thrivent ID
Removes residential phone
CCP is put on speakerphone
CCP used IVR to start call
Takes active notes
Could have used IVR
CCP says, “Take your time.”
Guides to beneficiary details
ANI matched phone number
Client shares username
Repeated email address
CCP says, "Forgot Password link"
CCP apologizes/yields to caller
Checks preferences
Shares full name of Trust
“Eye-ball icon”
Submits OOW survey
Validates email
Confirmed username
Validated email and address in Salesforce
"If you have any questions, just let me know."
“What kind of device are you using?”
CCP says, “Beneficiaries.”
CCP thanks client for calling
CCP pulls up Twilio
Pulls up CDIC
Anything else I can help you with today?”
CCP says "Thrivent Access Management“
CCP refreshes Salesforce
Offered to connect to product center