Offer dentalcoverage toa MedicaresupplementcustomerVerifiedphoneand emailon file Requestan IDCard froma carrierProcess areplacement IDcard or policypacket requestand confirm themailing addressGot ashoutoutfrom ateammate Share acustomercomplimentyou receivedCompletea cross-sell on aservice callUse acustomer'sname atleast 3 timeson a callKept acustomer byfixing aservice issue Walked acustomerthrough thecarrier portal Explain what'scovered forpreventivedental vs.major workConfirmed a1/1/2027effectivedate withcustomer Help acustomerwhose dentistsays the planisn't acceptedShared atip in teamhuddle oron Teams Resolved acarrier issuewithout atransfer Complete awarmtransfer witha full handoffsummaryCreate anEscalationCaseReach acustomer onthe firstoutboundattemptCustomerthankedyou byname Help acustomerswitch theirdraft datePost a photoof yourworkspacein team chatHelp acustomerfind an in-networkdentistResolve anissue on thefirst call (nocallbackneededEvery calldocumentedin Salesforcesame day Resolveda billing ordraft datequestion Verify aproviderin networkWarm transfera cross-selllead to alicensedagentExplain thatany doctor whoacceptsMedicare willaccept theirMed suppAnswer aquestion usingthe knowledgebase- SynapseOffer dentalcoverage toa MedicaresupplementcustomerVerifiedphoneand emailon file Requestan IDCard froma carrierProcess areplacement IDcard or policypacket requestand confirm themailing addressGot ashoutoutfrom ateammate Share acustomercomplimentyou receivedCompletea cross-sell on aservice callUse acustomer'sname atleast 3 timeson a callKept acustomer byfixing aservice issue Walked acustomerthrough thecarrier portal Explain what'scovered forpreventivedental vs.major workConfirmed a1/1/2027effectivedate withcustomer Help acustomerwhose dentistsays the planisn't acceptedShared atip in teamhuddle oron Teams Resolved acarrier issuewithout atransfer Complete awarmtransfer witha full handoffsummaryCreate anEscalationCaseReach acustomer onthe firstoutboundattemptCustomerthankedyou byname Help acustomerswitch theirdraft datePost a photoof yourworkspacein team chatHelp acustomerfind an in-networkdentistResolve anissue on thefirst call (nocallbackneededEvery calldocumentedin Salesforcesame day Resolveda billing ordraft datequestion Verify aproviderin networkWarm transfera cross-selllead to alicensedagentExplain thatany doctor whoacceptsMedicare willaccept theirMed suppAnswer aquestion usingthe knowledgebase- Synapse

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