Built aconnectionEducatedthe PH oneServiceDid notuse holdor Muteon the callUsedPOWERwordsUsed theOrangecardgreetingReviewed currentpremium, newpremium andbilling for anendorsement callUsed the PHname morethan once tobuild aconnectionShowedempathyfor PHconcernUsedtools andresourcesVerifiedemailwhen inredUsed aWarmPowerCloseFollowedthe ratecallprocessFollowedtheverificationprocessRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedcallFramingUses aTemperaturecheckOffereda leadEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callDe-escalatedthe callerUsedprobingquestionsMake thecall quickand easyfor the PHUsed anAppreciationstatementSet clearexpectationsfor docs thatwill bereceivedBuilt aconnectionEducatedthe PH oneServiceDid notuse holdor Muteon the callUsedPOWERwordsUsed theOrangecardgreetingReviewed currentpremium, newpremium andbilling for anendorsement callUsed the PHname morethan once tobuild aconnectionShowedempathyfor PHconcernUsedtools andresourcesVerifiedemailwhen inredUsed aWarmPowerCloseFollowedthe ratecallprocessFollowedtheverificationprocessRestated thecustomer'sneed as part ofan "I"ownershipstatementUsedcallFramingUses aTemperaturecheckOffereda leadEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callDe-escalatedthe callerUsedprobingquestionsMake thecall quickand easyfor the PHUsed anAppreciationstatementSet clearexpectationsfor docs thatwill bereceived

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Built a connection
  2. Educated the PH on eService
  3. Did not use hold or Mute on the call
  4. Used POWER words
  5. Used the Orange card greeting
  6. Reviewed current premium, new premium and billing for an endorsement call
  7. Used the PH name more than once to build a connection
  8. Showed empathy for PH concern
  9. Used tools and resources
  10. Verified email when in red
  11. Used a Warm Power Close
  12. Followed the rate call process
  13. Followed the verification process
  14. Restated the customer's need as part of an "I" ownership statement
  15. Used call Framing
  16. Uses a Temperature check
  17. Offered a lead
  18. Educated the customer on coverages
  19. Has a friendly tone throughout the call
  20. De-escalated the caller
  21. Used probing questions
  22. Make the call quick and easy for the PH
  23. Used an Appreciation statement
  24. Set clear expectations for docs that will be received