Set clearexpectationsfor docs thatwill bereceivedFollowedtheverificationprocessFollowedthe ratecallprocessUsedcallFramingDid notuse holdor Muteon the callUsedtools andresourcesRestated thecustomer'sneed as part ofan "I"ownershipstatementEducatedthe PH oneServiceShowedempathyfor PHconcernBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callUsed theOrangecardgreetingDe-escalatedthe callerHas afriendly tonethroughoutthe callUsed aWarmPowerCloseEducatedthe customeroncoveragesUsed anAppreciationstatementOffereda leadUsedPOWERwordsVerifiedemailwhen inredUsed the PHname morethan once tobuild aconnectionMake thecall quickand easyfor the PHUses aTemperaturecheckUsedprobingquestionsSet clearexpectationsfor docs thatwill bereceivedFollowedtheverificationprocessFollowedthe ratecallprocessUsedcallFramingDid notuse holdor Muteon the callUsedtools andresourcesRestated thecustomer'sneed as part ofan "I"ownershipstatementEducatedthe PH oneServiceShowedempathyfor PHconcernBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callUsed theOrangecardgreetingDe-escalatedthe callerHas afriendly tonethroughoutthe callUsed aWarmPowerCloseEducatedthe customeroncoveragesUsed anAppreciationstatementOffereda leadUsedPOWERwordsVerifiedemailwhen inredUsed the PHname morethan once tobuild aconnectionMake thecall quickand easyfor the PHUses aTemperaturecheckUsedprobingquestions

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