FollowedtheverificationprocessOffereda leadReviewed currentpremium, newpremium andbilling for anendorsement callUses aTemperaturecheckEducatedthe PH oneServiceMake thecall quickand easyfor the PHUsedprobingquestionsUsed the PHname morethan once tobuild aconnectionHas afriendly tonethroughoutthe callSet clearexpectationsfor docs thatwill bereceivedUsed theOrangecardgreetingBuilt aconnectionRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedtools andresourcesVerifiedemailwhen inredUsedcallFramingEducatedthe customeroncoveragesUsedPOWERwordsUsed anAppreciationstatementFollowedthe ratecallprocessDe-escalatedthe callerDid notuse holdor Muteon the callUsed aWarmPowerCloseShowedempathyfor PHconcernFollowedtheverificationprocessOffereda leadReviewed currentpremium, newpremium andbilling for anendorsement callUses aTemperaturecheckEducatedthe PH oneServiceMake thecall quickand easyfor the PHUsedprobingquestionsUsed the PHname morethan once tobuild aconnectionHas afriendly tonethroughoutthe callSet clearexpectationsfor docs thatwill bereceivedUsed theOrangecardgreetingBuilt aconnectionRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedtools andresourcesVerifiedemailwhen inredUsedcallFramingEducatedthe customeroncoveragesUsedPOWERwordsUsed anAppreciationstatementFollowedthe ratecallprocessDe-escalatedthe callerDid notuse holdor Muteon the callUsed aWarmPowerCloseShowedempathyfor PHconcern

Call flow 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Followed the verification process
  2. Offered a lead
  3. Reviewed current premium, new premium and billing for an endorsement call
  4. Uses a Temperature check
  5. Educated the PH on eService
  6. Make the call quick and easy for the PH
  7. Used probing questions
  8. Used the PH name more than once to build a connection
  9. Has a friendly tone throughout the call
  10. Set clear expectations for docs that will be received
  11. Used the Orange card greeting
  12. Built a connection
  13. Restated the customer's need as part of an "I" ownership statement
  14. Used tools and resources
  15. Verified email when in red
  16. Used call Framing
  17. Educated the customer on coverages
  18. Used POWER words
  19. Used an Appreciation statement
  20. Followed the rate call process
  21. De-escalated the caller
  22. Did not use hold or Mute on the call
  23. Used a Warm Power Close
  24. Showed empathy for PH concern