Has afriendly tonethroughoutthe callUsedprobingquestionsUsedtools andresourcesFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callUsed the PHname morethan once tobuild aconnectionEducatedthe PH oneServiceSet clearexpectationsfor docs thatwill bereceivedDe-escalatedthe callerVerifiedemailwhen inredUsed theOrangecardgreetingUsed anAppreciationstatementUses aTemperaturecheckRestated thecustomer'sneed as part ofan "I"ownershipstatementDid notuse holdor Muteon the callBuilt aconnectionUsed aWarmPowerCloseShowedempathyfor PHconcernUsedcallFramingFollowedtheverificationprocessUsedPOWERwordsOffereda leadEducatedthe customeroncoveragesMake thecall quickand easyfor the PHHas afriendly tonethroughoutthe callUsedprobingquestionsUsedtools andresourcesFollowedthe ratecallprocessReviewed currentpremium, newpremium andbilling for anendorsement callUsed the PHname morethan once tobuild aconnectionEducatedthe PH oneServiceSet clearexpectationsfor docs thatwill bereceivedDe-escalatedthe callerVerifiedemailwhen inredUsed theOrangecardgreetingUsed anAppreciationstatementUses aTemperaturecheckRestated thecustomer'sneed as part ofan "I"ownershipstatementDid notuse holdor Muteon the callBuilt aconnectionUsed aWarmPowerCloseShowedempathyfor PHconcernUsedcallFramingFollowedtheverificationprocessUsedPOWERwordsOffereda leadEducatedthe customeroncoveragesMake thecall quickand easyfor the PH

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