Restated thecustomer'sneed as part ofan "I"ownershipstatementEducatedthe customeroncoveragesSet clearexpectationsfor docs thatwill bereceivedEducatedthe PH oneServiceUsed aWarmPowerCloseUsedtools andresourcesVerifiedemailwhen inredUsedcallFramingReviewed currentpremium, newpremium andbilling for anendorsement callUsedprobingquestionsUsed anAppreciationstatementMake thecall quickand easyfor the PHShowedempathyfor PHconcernFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionDe-escalatedthe callerOffereda leadUses aTemperaturecheckFollowedtheverificationprocessUsed theOrangecardgreetingHas afriendly tonethroughoutthe callDid notuse holdor Muteon the callUsedPOWERwordsBuilt aconnectionRestated thecustomer'sneed as part ofan "I"ownershipstatementEducatedthe customeroncoveragesSet clearexpectationsfor docs thatwill bereceivedEducatedthe PH oneServiceUsed aWarmPowerCloseUsedtools andresourcesVerifiedemailwhen inredUsedcallFramingReviewed currentpremium, newpremium andbilling for anendorsement callUsedprobingquestionsUsed anAppreciationstatementMake thecall quickand easyfor the PHShowedempathyfor PHconcernFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionDe-escalatedthe callerOffereda leadUses aTemperaturecheckFollowedtheverificationprocessUsed theOrangecardgreetingHas afriendly tonethroughoutthe callDid notuse holdor Muteon the callUsedPOWERwordsBuilt 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.


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