UsedprobingquestionsEducatedthe customeroncoveragesDid notuse holdor Muteon the callShowedempathyfor PHconcernUsedcallFramingRestated thecustomer'sneed as part ofan "I"ownershipstatementHas afriendly tonethroughoutthe callFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionDe-escalatedthe callerBuilt aconnectionFollowedtheverificationprocessMake thecall quickand easyfor the PHUsed theOrangecardgreetingSet clearexpectationsfor docs thatwill bereceivedVerifiedemailwhen inredUsedtools andresourcesUsed anAppreciationstatementOffereda leadUsed aWarmPowerCloseUses aTemperaturecheckUsedPOWERwordsReviewed currentpremium, newpremium andbilling for anendorsement callEducatedthe PH oneServiceUsedprobingquestionsEducatedthe customeroncoveragesDid notuse holdor Muteon the callShowedempathyfor PHconcernUsedcallFramingRestated thecustomer'sneed as part ofan "I"ownershipstatementHas afriendly tonethroughoutthe callFollowedthe ratecallprocessUsed the PHname morethan once tobuild aconnectionDe-escalatedthe callerBuilt aconnectionFollowedtheverificationprocessMake thecall quickand easyfor the PHUsed theOrangecardgreetingSet clearexpectationsfor docs thatwill bereceivedVerifiedemailwhen inredUsedtools andresourcesUsed anAppreciationstatementOffereda leadUsed aWarmPowerCloseUses aTemperaturecheckUsedPOWERwordsReviewed currentpremium, newpremium andbilling for anendorsement callEducatedthe PH oneService

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