Has afriendly tonethroughoutthe callDid notuse holdor Muteon the callUsed the PHname morethan once tobuild aconnectionEducatedthe PH oneServiceUses aTemperaturecheckUsedtools andresourcesVerifiedemailwhen inredShowedempathyfor PHconcernOffereda leadDe-escalatedthe callerBuilt aconnectionUsedprobingquestionsReviewed currentpremium, newpremium andbilling for anendorsement callSet clearexpectationsfor docs thatwill bereceivedUsed aWarmPowerCloseMake thecall quickand easyfor the PHRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedPOWERwordsUsed theOrangecardgreetingFollowedthe ratecallprocessFollowedtheverificationprocessEducatedthe customeroncoveragesUsedcallFramingUsed anAppreciationstatementHas afriendly tonethroughoutthe callDid notuse holdor Muteon the callUsed the PHname morethan once tobuild aconnectionEducatedthe PH oneServiceUses aTemperaturecheckUsedtools andresourcesVerifiedemailwhen inredShowedempathyfor PHconcernOffereda leadDe-escalatedthe callerBuilt aconnectionUsedprobingquestionsReviewed currentpremium, newpremium andbilling for anendorsement callSet clearexpectationsfor docs thatwill bereceivedUsed aWarmPowerCloseMake thecall quickand easyfor the PHRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedPOWERwordsUsed theOrangecardgreetingFollowedthe ratecallprocessFollowedtheverificationprocessEducatedthe customeroncoveragesUsedcallFramingUsed anAppreciationstatement

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