AnassumptiveapproachProvideself-servicebenefit/codePurpose,processand payoffAdd EFTto a policyand codeGet ahomeownertransferDiscussPHA morethan onceon a callAdd aCRATreatmentQuote themulti-policydiscountAsk forthe salecloseGet arentertransferAdd emailand code"We wantto keepyou as acustomer.""Weappreciateyourbusiness.""Whatpersonalproperty?"FreeCompletea PolicyReview2 PHAtransfersin a dayEnroll inpaperlessProvide abenefit ofPHAOfferPHA andcodeSetexpectationUnicorn-purchasemore thanone policyAsk for therenewalpaymentand codeUse achoicecloseAnassumptiveapproachProvideself-servicebenefit/codePurpose,processand payoffAdd EFTto a policyand codeGet ahomeownertransferDiscussPHA morethan onceon a callAdd aCRATreatmentQuote themulti-policydiscountAsk forthe salecloseGet arentertransferAdd emailand code"We wantto keepyou as acustomer.""Weappreciateyourbusiness.""Whatpersonalproperty?"FreeCompletea PolicyReview2 PHAtransfersin a dayEnroll inpaperlessProvide abenefit ofPHAOfferPHA andcodeSetexpectationUnicorn-purchasemore thanone policyAsk for therenewalpaymentand codeUse achoiceclose

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