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