Complete a Policy Review An assumptive approach Add EFT to a policy and code Ask for the sale close Offer PHA and code Provide a benefit of PHA "We want to keep you as a customer." Enroll in paperless 2 PHA transfers in a day Unicorn- purchase more than one policy Add email and code Provide self-service benefit/code Use a choice close Get a renter transfer Free "We appreciate your business." Set expectation Purpose, process and payoff "What personal property?" Get a homeowner transfer Discuss PHA more than once on a call Ask for the renewal payment and code Add a CRA Treatment Quote the multi- policy discount Complete a Policy Review An assumptive approach Add EFT to a policy and code Ask for the sale close Offer PHA and code Provide a benefit of PHA "We want to keep you as a customer." Enroll in paperless 2 PHA transfers in a day Unicorn- purchase more than one policy Add email and code Provide self-service benefit/code Use a choice close Get a renter transfer Free "We appreciate your business." Set expectation Purpose, process and payoff "What personal property?" Get a homeowner transfer Discuss PHA more than once on a call Ask for the renewal payment and code Add a CRA Treatment Quote the multi- policy discount
(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.
Complete a Policy Review
An assumptive approach
Add EFT to a policy and code
Ask for the sale close
Offer PHA and code
Provide a benefit of PHA
"We want to keep you as a customer."
Enroll in paperless
2 PHA transfers in a day
Unicorn- purchase more than one policy
Add email and code
Provide self-service benefit/code
Use a choice close
Get a renter transfer
Free
"We appreciate your business."
Set expectation
Purpose, process and payoff
"What personal property?"
Get a homeowner transfer
Discuss PHA more than once on a call
Ask for the renewal payment and code
Add a CRA Treatment
Quote the multi-policy discount