AnassumptiveapproachAsk forthe salecloseEnroll inpaperlessFree"Weappreciateyourbusiness."Unicorn-purchasemore thanone policyAsk for therenewalpaymentand codePurpose,processand payoffProvide abenefit ofPHACompletea PolicyReviewSetexpectation"We wantto keepyou as acustomer."Add emailand codeAdd aCRATreatmentQuote themulti-policydiscount"Whatpersonalproperty?"OfferPHA andcodeUse achoicecloseGet arentertransferProvideself-servicebenefit/codeGet ahomeownertransferAdd EFTto a policyand code2 PHAtransfersin a dayDiscussPHA morethan onceon a callAnassumptiveapproachAsk forthe salecloseEnroll inpaperlessFree"Weappreciateyourbusiness."Unicorn-purchasemore thanone policyAsk for therenewalpaymentand codePurpose,processand payoffProvide abenefit ofPHACompletea PolicyReviewSetexpectation"We wantto keepyou as acustomer."Add emailand codeAdd aCRATreatmentQuote themulti-policydiscount"Whatpersonalproperty?"OfferPHA andcodeUse achoicecloseGet arentertransferProvideself-servicebenefit/codeGet ahomeownertransferAdd EFTto a policyand code2 PHAtransfersin a dayDiscussPHA morethan onceon a call

Blended 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. An assumptive approach
  2. Ask for the sale close
  3. Enroll in paperless
  4. Free
  5. "We appreciate your business."
  6. Unicorn- purchase more than one policy
  7. Ask for the renewal payment and code
  8. Purpose, process and payoff
  9. Provide a benefit of PHA
  10. Complete a Policy Review
  11. Set expectation
  12. "We want to keep you as a customer."
  13. Add email and code
  14. Add a CRA Treatment
  15. Quote the multi-policy discount
  16. "What personal property?"
  17. Offer PHA and code
  18. Use a choice close
  19. Get a renter transfer
  20. Provide self-service benefit/code
  21. Get a homeowner transfer
  22. Add EFT to a policy and code
  23. 2 PHA transfers in a day
  24. Discuss PHA more than once on a call