Two callsfrom sameclient insame dayCustomer"knowsmore thanyou"2 soldpolicies tosameclientNonrenewalPhone callTaking aquote/callfor anotherCSR"Why didmyinsurancego up?"Do youhave thatquote forme yet?My roof/waterheater are fine anddon't need to bereplaced (but arebeyond acceptablelife expectancy)ChangeEffectiveDateRewritefor UWReasonsQuoteincreased dueto inaccurateinformationfrom ClientTwo callsfrom sameclient insame dayCustomer"knowsmore thanyou"2 soldpolicies tosameclientNonrenewalPhone callTaking aquote/callfor anotherCSR"Why didmyinsurancego up?"Do youhave thatquote forme yet?My roof/waterheater are fine anddon't need to bereplaced (but arebeyond acceptablelife expectancy)ChangeEffectiveDateRewritefor UWReasonsQuoteincreased dueto inaccurateinformationfrom Client

CSR - 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.


1
2
3
4
5
6
7
8
9
10
11
  1. Two calls from same client in same day
  2. Customer "knows more than you"
  3. 2 sold policies to same client
  4. Nonrenewal Phone call
  5. Taking a quote/call for another CSR
  6. "Why did my insurance go up?"
  7. Do you have that quote for me yet?
  8. My roof/water heater are fine and don't need to be replaced (but are beyond acceptable life expectancy)
  9. Change Effective Date
  10. Rewrite for UW Reasons
  11. Quote increased due to inaccurate information from Client