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