(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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• Made a policy change
• Received a misroute
• Non Renewal for each company
• Reached out to partner
• PCC Rocks
• Offered a policy review on Auto
Own the call
* Helped with unrealized need
Binding Script read
Show empathy
• Found an item in SP that’s a duplicate or the insured already called in before we called/emailed.
• Followed through, followed up on a policy.
Go to QBE Policy to get UWC or NR details
FCRA read
• Acknowledge TRT
• Requested a Docusign be completed
• Binding Restrictions
• Called NI to discuss after a call review was completed.
Cross sell Monoline customers
Valued/preferred customer
* Assisted on auto or offered
* Explained coverage(s)
*Thank you for being a preferred customer.
• Said “ since I have you on the phone, would you like to discuss your auto.
• Read FCRA
• -Get 3 voicemails in a row for outbound
Read binding script
* Received a compliment from caller.
• Bonus – Details of a call you are most proud of.
• Submit Timesheet.
* Saved a customer
* Went above and beyond
Offered a package
• Fixed a peer’s SP item or policy note
• -Get 3 human answers in a row for outbound
• Save a Home
• Said “ Thank you for calling providing that information”.
Reviewed coverages
• Updated a lienholder
• Identified an error, corrected it.
• Shared your knowledge with a peer
Offer to requote auto if existing customer is breaking even on an APQ
• Preferred Customer
Alert customer of recorded line
* Made decision to refer to Agt vs APQ
• Audited your work items in SP
Offered water backup
• -Offer an additional policy to a monoline insured
• Sell a ASI Renters
• Any kind of PCC worker. In house fax, helped someone with a guideline, Did a call out for someone, etc I helped a PCC REP SPACE
• Not clocking out until 8….(staying logged in until end of shift)
• -Service someone with the same name as a celebrity or fictional character
• UW Cancels for each Company
* Resolved a UW cancel or NRNL
• Helped out a worker !
• Did the customer call us back? For the love of EVERYTHING that is good, it never gets filled in
