Completea cross-sell on aservice callVerify aproviderin networkShared atip in teamhuddle oron Teams Help acustomerwhose dentistsays the planisn't acceptedExplain what'scovered forpreventivedental vs.major workVerifiedphoneand emailon file Share acustomercomplimentyou receivedComplete awarmtransfer witha full handoffsummaryKept acustomer byfixing aservice issue Walked acustomerthrough thecarrier portal Help acustomerfind an in-networkdentistPost a photoof yourworkspacein team chatCustomerthankedyou byname Answer aquestion usingthe knowledgebase- SynapseWarm transfera cross-selllead to alicensedagentUse acustomer'sname atleast 3 timeson a callExplain thatany doctor whoacceptsMedicare willaccept theirMed suppResolve anissue on thefirst call (nocallbackneededConfirmed a1/1/2027effectivedate withcustomer Offer dentalcoverage toa MedicaresupplementcustomerGot ashoutoutfrom ateammate Process areplacement IDcard or policypacket requestand confirm themailing addressReach acustomer onthe firstoutboundattemptRequestan IDCard froma carrierResolveda billing ordraft datequestion Resolved acarrier issuewithout atransfer Every calldocumentedin Salesforcesame day Help acustomerswitch theirdraft dateCreate anEscalationCaseCompletea cross-sell on aservice callVerify aproviderin networkShared atip in teamhuddle oron Teams Help acustomerwhose dentistsays the planisn't acceptedExplain what'scovered forpreventivedental vs.major workVerifiedphoneand emailon file Share acustomercomplimentyou receivedComplete awarmtransfer witha full handoffsummaryKept acustomer byfixing aservice issue Walked acustomerthrough thecarrier portal Help acustomerfind an in-networkdentistPost a photoof yourworkspacein team chatCustomerthankedyou byname Answer aquestion usingthe knowledgebase- SynapseWarm transfera cross-selllead to alicensedagentUse acustomer'sname atleast 3 timeson a callExplain thatany doctor whoacceptsMedicare willaccept theirMed suppResolve anissue on thefirst call (nocallbackneededConfirmed a1/1/2027effectivedate withcustomer Offer dentalcoverage toa MedicaresupplementcustomerGot ashoutoutfrom ateammate Process areplacement IDcard or policypacket requestand confirm themailing addressReach acustomer onthe firstoutboundattemptRequestan IDCard froma carrierResolveda billing ordraft datequestion Resolved acarrier issuewithout atransfer Every calldocumentedin Salesforcesame day Help acustomerswitch theirdraft dateCreate anEscalationCase

AEP 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. Complete a cross-sell on a service call
  2. Verify a provider in network
  3. Shared a tip in team huddle or on Teams
  4. Help a customer whose dentist says the plan isn't accepted
  5. Explain what's covered for preventive dental vs. major work
  6. Verified phone and email on file
  7. Share a customer compliment you received
  8. Complete a warm transfer with a full handoff summary
  9. Kept a customer by fixing a service issue
  10. Walked a customer through the carrier portal
  11. Help a customer find an in-network dentist
  12. Post a photo of your workspace in team chat
  13. Customer thanked you by name
  14. Answer a question using the knowledge base- Synapse
  15. Warm transfer a cross-sell lead to a licensed agent
  16. Use a customer's name at least 3 times on a call
  17. Explain that any doctor who accepts Medicare will accept their Med supp
  18. Resolve an issue on the first call (no callback needed
  19. Confirmed a 1/1/2027 effective date with customer
  20. Offer dental coverage to a Medicare supplement customer
  21. Got a shoutout from a teammate
  22. Process a replacement ID card or policy packet request and confirm the mailing address
  23. Reach a customer on the first outbound attempt
  24. Request an ID Card from a carrier
  25. Resolved a billing or draft date question
  26. Resolved a carrier issue without a transfer
  27. Every call documented in Salesforce same day
  28. Help a customer switch their draft date
  29. Create an Escalation Case