Verifiedemailwhen inredEducatedthe customeroncoveragesMake thecall quickand easyfor the PHShowedempathyfor PHconcernBuilt aconnectionUsed anAppreciationstatementRestated thecustomer'sneed as part ofan "I"ownershipstatementReviewed currentpremium, newpremium andbilling for anendorsement callOffereda leadHas afriendly tonethroughoutthe callUsed the PHname morethan once tobuild aconnectionFollowedtheverificationprocessDe-escalatedthe callerUsed theOrangecardgreetingSet clearexpectationsfor docs thatwill bereceivedUsedPOWERwordsFollowedthe ratecallprocessDid notuse holdor Muteon the callUsedtools andresourcesUsedcallFramingUsedprobingquestionsEducatedthe PH oneServiceUses aTemperaturecheckUsed aWarmPowerCloseVerifiedemailwhen inredEducatedthe customeroncoveragesMake thecall quickand easyfor the PHShowedempathyfor PHconcernBuilt aconnectionUsed anAppreciationstatementRestated thecustomer'sneed as part ofan "I"ownershipstatementReviewed currentpremium, newpremium andbilling for anendorsement callOffereda leadHas afriendly tonethroughoutthe callUsed the PHname morethan once tobuild aconnectionFollowedtheverificationprocessDe-escalatedthe callerUsed theOrangecardgreetingSet clearexpectationsfor docs thatwill bereceivedUsedPOWERwordsFollowedthe ratecallprocessDid notuse holdor Muteon the callUsedtools andresourcesUsedcallFramingUsedprobingquestionsEducatedthe PH oneServiceUses aTemperaturecheckUsed aWarmPowerClose

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