Restated thecustomer'sneed as part ofan "I"ownershipstatementUsedtools andresourcesBuilt aconnectionUsedPOWERwordsUsed the PHname morethan once tobuild aconnectionFollowedtheverificationprocessUsed anAppreciationstatementFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callOffereda leadSet clearexpectationsfor docs thatwill bereceivedMake thecall quickand easyfor the PHUsed aWarmPowerCloseDid notuse holdor Muteon the callShowedempathyfor PHconcernVerifiedemailwhen inredUses aTemperaturecheckEducatedthe PH oneServiceDe-escalatedthe callerEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callUsed theOrangecardgreetingUsedprobingquestionsUsedcallFramingRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedtools andresourcesBuilt aconnectionUsedPOWERwordsUsed the PHname morethan once tobuild aconnectionFollowedtheverificationprocessUsed anAppreciationstatementFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callOffereda leadSet clearexpectationsfor docs thatwill bereceivedMake thecall quickand easyfor the PHUsed aWarmPowerCloseDid notuse holdor Muteon the callShowedempathyfor PHconcernVerifiedemailwhen inredUses aTemperaturecheckEducatedthe PH oneServiceDe-escalatedthe callerEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callUsed theOrangecardgreetingUsedprobingquestionsUsedcallFraming

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