Agentoffered areferral fora claim.AgentAcknowledgedLoyalty.Agentused anemailtemplate.Filed aclaim.Agent builtrapportduring acall.Agentrecapped theclient's needfor calling in.Agentexplainedcoveragesto a client.Agent usedthe KB tohelp during acall.Agentconfirmed aclient's homeaddress.Agentcompleted aclient's issuein one call.Agentdocumentedthe calldetails in theticket.Deliver afriendlygreeting.Agent usedthe warmtransfermethod.Agentcreated aticket using atickettemplate.Agentdemonstratedownership ofclient's issue.Agent setproperexpectations.Advise aclient oftheirdeductible.Added orswappedvehiclesfor a client.Agentaccepted achat requestvia Zoho.Agent usedeffectivequestioning.Agentdeescalateda frustratedclient.Agentassociateda call to aticket.Guide clientthrough theclaimsprocess.Agentshowedempathy forthe client.Agentoffered areferral fora claim.AgentAcknowledgedLoyalty.Agentused anemailtemplate.Filed aclaim.Agent builtrapportduring acall.Agentrecapped theclient's needfor calling in.Agentexplainedcoveragesto a client.Agent usedthe KB tohelp during acall.Agentconfirmed aclient's homeaddress.Agentcompleted aclient's issuein one call.Agentdocumentedthe calldetails in theticket.Deliver afriendlygreeting.Agent usedthe warmtransfermethod.Agentcreated aticket using atickettemplate.Agentdemonstratedownership ofclient's issue.Agent setproperexpectations.Advise aclient oftheirdeductible.Added orswappedvehiclesfor a client.Agentaccepted achat requestvia Zoho.Agent usedeffectivequestioning.Agentdeescalateda frustratedclient.Agentassociateda call to aticket.Guide clientthrough theclaimsprocess.Agentshowedempathy forthe client.

CE Shadow 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. Agent offered a referral for a claim.
  2. Agent Acknowledged Loyalty.
  3. Agent used an email template.
  4. Filed a claim.
  5. Agent built rapport during a call.
  6. Agent recapped the client's need for calling in.
  7. Agent explained coverages to a client.
  8. Agent used the KB to help during a call.
  9. Agent confirmed a client's home address.
  10. Agent completed a client's issue in one call.
  11. Agent documented the call details in the ticket.
  12. Deliver a friendly greeting.
  13. Agent used the warm transfer method.
  14. Agent created a ticket using a ticket template.
  15. Agent demonstrated ownership of client's issue.
  16. Agent set proper expectations.
  17. Advise a client of their deductible.
  18. Added or swapped vehicles for a client.
  19. Agent accepted a chat request via Zoho.
  20. Agent used effective questioning.
  21. Agent deescalated a frustrated client.
  22. Agent associated a call to a ticket.
  23. Guide client through the claims process.
  24. Agent showed empathy for the client.