Used theOrangecardgreetingUsedprobingquestionsEducatedthe customeroncoveragesUsed aWarmPowerCloseFollowedthe ratecallprocessSet clearexpectationsfor docs thatwill bereceivedDid notuse holdor Muteon the callUses aTemperaturecheckUsed the PHname morethan once tobuild aconnectionOffereda leadBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callUsed anAppreciationstatementDe-escalatedthe callerUsedPOWERwordsHas afriendly tonethroughoutthe callUsedcallFramingRestated thecustomer'sneed as part ofan "I"ownershipstatementShowedempathyfor PHconcernFollowedtheverificationprocessVerifiedemailwhen inredEducatedthe PH oneServiceUsedtools andresourcesMake thecall quickand easyfor the PHUsed theOrangecardgreetingUsedprobingquestionsEducatedthe customeroncoveragesUsed aWarmPowerCloseFollowedthe ratecallprocessSet clearexpectationsfor docs thatwill bereceivedDid notuse holdor Muteon the callUses aTemperaturecheckUsed the PHname morethan once tobuild aconnectionOffereda leadBuilt aconnectionReviewed currentpremium, newpremium andbilling for anendorsement callUsed anAppreciationstatementDe-escalatedthe callerUsedPOWERwordsHas afriendly tonethroughoutthe callUsedcallFramingRestated thecustomer'sneed as part ofan "I"ownershipstatementShowedempathyfor PHconcernFollowedtheverificationprocessVerifiedemailwhen inredEducatedthe PH oneServiceUsedtools andresourcesMake thecall quickand easyfor the PH

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