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