Guide clientthrough theclaimsprocess.Agentcreated aticket using atickettemplate.Advise aclient oftheirdeductible.Agentdocumentedthe calldetails in theticket.Agentassociateda call to aticket.Agentused anemailtemplate.Filed aclaim.Agentrecapped theclient's needfor calling in.Deliver afriendlygreeting.Agentcompleted aclient's issuein one call.Agent builtrapportduring acall.Agentexplainedcoveragesto a client.Agentdeescalateda frustratedclient.Agentdemonstratedownership ofclient's issue.Agentoffered areferral fora claim.Added orswappedvehiclesfor a client.Agentaccepted achat requestvia Zoho.Agent usedeffectivequestioning.Agent setproperexpectations.AgentAcknowledgedLoyalty.Agentconfirmed aclient's homeaddress.Agent usedthe warmtransfermethod.Agent usedthe KB tohelp during acall.Agentshowedempathy forthe client.Guide clientthrough theclaimsprocess.Agentcreated aticket using atickettemplate.Advise aclient oftheirdeductible.Agentdocumentedthe calldetails in theticket.Agentassociateda call to aticket.Agentused anemailtemplate.Filed aclaim.Agentrecapped theclient's needfor calling in.Deliver afriendlygreeting.Agentcompleted aclient's issuein one call.Agent builtrapportduring acall.Agentexplainedcoveragesto a client.Agentdeescalateda frustratedclient.Agentdemonstratedownership ofclient's issue.Agentoffered areferral fora claim.Added orswappedvehiclesfor a client.Agentaccepted achat requestvia Zoho.Agent usedeffectivequestioning.Agent setproperexpectations.AgentAcknowledgedLoyalty.Agentconfirmed aclient's homeaddress.Agent usedthe warmtransfermethod.Agent usedthe KB tohelp during acall.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. Guide client through the claims process.
  2. Agent created a ticket using a ticket template.
  3. Advise a client of their deductible.
  4. Agent documented the call details in the ticket.
  5. Agent associated a call to a ticket.
  6. Agent used an email template.
  7. Filed a claim.
  8. Agent recapped the client's need for calling in.
  9. Deliver a friendly greeting.
  10. Agent completed a client's issue in one call.
  11. Agent built rapport during a call.
  12. Agent explained coverages to a client.
  13. Agent deescalated a frustrated client.
  14. Agent demonstrated ownership of client's issue.
  15. Agent offered a referral for a claim.
  16. Added or swapped vehicles for a client.
  17. Agent accepted a chat request via Zoho.
  18. Agent used effective questioning.
  19. Agent set proper expectations.
  20. Agent Acknowledged Loyalty.
  21. Agent confirmed a client's home address.
  22. Agent used the warm transfer method.
  23. Agent used the KB to help during a call.
  24. Agent showed empathy for the client.