Used theOrangecardgreetingHas afriendly tonethroughoutthe callEducatedthe PH oneServiceDid notuse holdor Muteon the callRestated thecustomer'sneed as part ofan "I"ownershipstatementUsed anAppreciationstatementOffereda leadUsedcallFramingUsedPOWERwordsMake thecall quickand easyfor the PHEducatedthe customeroncoveragesUsed the PHname morethan once tobuild aconnectionVerifiedemailwhen inredBuilt aconnectionShowedempathyfor PHconcernUses aTemperaturecheckUsed aWarmPowerCloseUsedtools andresourcesSet clearexpectationsfor docs thatwill bereceivedUsedprobingquestionsFollowedtheverificationprocessFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callDe-escalatedthe callerUsed theOrangecardgreetingHas afriendly tonethroughoutthe callEducatedthe PH oneServiceDid notuse holdor Muteon the callRestated thecustomer'sneed as part ofan "I"ownershipstatementUsed anAppreciationstatementOffereda leadUsedcallFramingUsedPOWERwordsMake thecall quickand easyfor the PHEducatedthe customeroncoveragesUsed the PHname morethan once tobuild aconnectionVerifiedemailwhen inredBuilt aconnectionShowedempathyfor PHconcernUses aTemperaturecheckUsed aWarmPowerCloseUsedtools andresourcesSet clearexpectationsfor docs thatwill bereceivedUsedprobingquestionsFollowedtheverificationprocessFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callDe-escalatedthe caller

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.


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