Used aWarmPowerCloseFollowedthe ratecallprocessEducatedthe customeroncoveragesUsedprobingquestionsMake thecall quickand easyfor the PHUsed anAppreciationstatementUses aTemperaturecheckUsed theOrangecardgreetingUsedtools andresourcesShowedempathyfor PHconcernVerifiedemailwhen inredEducatedthe PH oneServiceUsedcallFramingReviewed currentpremium, newpremium andbilling for anendorsement callDe-escalatedthe callerHas afriendly tonethroughoutthe callUsedPOWERwordsDid notuse holdor Muteon the callOffereda leadBuilt aconnectionFollowedtheverificationprocessRestated thecustomer'sneed as part ofan "I"ownershipstatementSet clearexpectationsfor docs thatwill bereceivedUsed the PHname morethan once tobuild aconnectionUsed aWarmPowerCloseFollowedthe ratecallprocessEducatedthe customeroncoveragesUsedprobingquestionsMake thecall quickand easyfor the PHUsed anAppreciationstatementUses aTemperaturecheckUsed theOrangecardgreetingUsedtools andresourcesShowedempathyfor PHconcernVerifiedemailwhen inredEducatedthe PH oneServiceUsedcallFramingReviewed currentpremium, newpremium andbilling for anendorsement callDe-escalatedthe callerHas afriendly tonethroughoutthe callUsedPOWERwordsDid notuse holdor Muteon the callOffereda leadBuilt aconnectionFollowedtheverificationprocessRestated thecustomer'sneed as part ofan "I"ownershipstatementSet clearexpectationsfor docs thatwill bereceivedUsed the PHname morethan once tobuild aconnection

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