UsedcallFramingFollowedtheverificationprocessSet clearexpectationsfor docs thatwill bereceivedEducatedthe PH oneServiceShowedempathyfor PHconcernOffereda leadVerifiedemailwhen inredUsedprobingquestionsUsed aWarmPowerCloseMake thecall quickand easyfor the PHBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callEducatedthe customeroncoveragesDid notuse holdor Muteon the callUsedPOWERwordsUsedtools andresourcesHas afriendly tonethroughoutthe callRestated thecustomer'sneed as part ofan "I"ownershipstatementUses aTemperaturecheckUsed anAppreciationstatementFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionUsed theOrangecardgreetingDe-escalatedthe callerUsedcallFramingFollowedtheverificationprocessSet clearexpectationsfor docs thatwill bereceivedEducatedthe PH oneServiceShowedempathyfor PHconcernOffereda leadVerifiedemailwhen inredUsedprobingquestionsUsed aWarmPowerCloseMake thecall quickand easyfor the PHBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callEducatedthe customeroncoveragesDid notuse holdor Muteon the callUsedPOWERwordsUsedtools andresourcesHas afriendly tonethroughoutthe callRestated thecustomer'sneed as part ofan "I"ownershipstatementUses aTemperaturecheckUsed anAppreciationstatementFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionUsed theOrangecardgreetingDe-escalatedthe caller

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