Make thecall quickand easyfor the PHVerifiedemailwhen inredUsed theOrangecardgreetingUsed aWarmPowerCloseDid notuse holdor Muteon the callDe-escalatedthe callerEducatedthe PH oneServiceUsedPOWERwordsShowedempathyfor PHconcernReviewed currentpremium, newpremium andbilling for anendorsement callBuilt aconnectionUsedtools andresourcesRestated thecustomer'sneed as part ofan "I"ownershipstatementFollowedthe ratecallprocessUses aTemperaturecheckEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callUsedprobingquestionsFollowedtheverificationprocessSet clearexpectationsfor docs thatwill bereceivedUsedcallFramingUsed anAppreciationstatementOffereda leadUsed the PHname morethan once tobuild aconnectionMake thecall quickand easyfor the PHVerifiedemailwhen inredUsed theOrangecardgreetingUsed aWarmPowerCloseDid notuse holdor Muteon the callDe-escalatedthe callerEducatedthe PH oneServiceUsedPOWERwordsShowedempathyfor PHconcernReviewed currentpremium, newpremium andbilling for anendorsement callBuilt aconnectionUsedtools andresourcesRestated thecustomer'sneed as part ofan "I"ownershipstatementFollowedthe ratecallprocessUses aTemperaturecheckEducatedthe customeroncoveragesHas afriendly tonethroughoutthe callUsedprobingquestionsFollowedtheverificationprocessSet clearexpectationsfor docs thatwill bereceivedUsedcallFramingUsed anAppreciationstatementOffereda leadUsed the PHname morethan once tobuild aconnection

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