Educatedthe PH oneServiceUses aTemperaturecheckUsed the PHname morethan once tobuild aconnectionShowedempathyfor PHconcernSet clearexpectationsfor docs thatwill bereceivedUsed anAppreciationstatementVerifiedemailwhen inredUsedprobingquestionsUsed theOrangecardgreetingMake thecall quickand easyfor the PHFollowedtheverificationprocessBuilt aconnectionUsedPOWERwordsRestated thecustomer'sneed as part ofan "I"ownershipstatementOffereda leadDe-escalatedthe callerDid notuse holdor Muteon the callReviewed currentpremium, newpremium andbilling for anendorsement callUsed aWarmPowerCloseHas afriendly tonethroughoutthe callUsedcallFramingEducatedthe customeroncoveragesUsedtools andresourcesFollowedthe ratecallprocessEducatedthe PH oneServiceUses aTemperaturecheckUsed the PHname morethan once tobuild aconnectionShowedempathyfor PHconcernSet clearexpectationsfor docs thatwill bereceivedUsed anAppreciationstatementVerifiedemailwhen inredUsedprobingquestionsUsed theOrangecardgreetingMake thecall quickand easyfor the PHFollowedtheverificationprocessBuilt aconnectionUsedPOWERwordsRestated thecustomer'sneed as part ofan "I"ownershipstatementOffereda leadDe-escalatedthe callerDid notuse holdor Muteon the callReviewed currentpremium, newpremium andbilling for anendorsement callUsed aWarmPowerCloseHas afriendly tonethroughoutthe callUsedcallFramingEducatedthe customeroncoveragesUsedtools andresourcesFollowedthe ratecallprocess

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