Make sure Iknow what toexpect andthe plan forfollow-up.It’s importantto me toknow youare listening.ProvideclaimsegmentinformationFirstimpressionsmatter to me;use a warm andinvitinggreeting.Explaincoverages– CALLFAILURECommunicateliabilitySummarizecontact filenoteI feel significantwhen you use mypreferred namemore than onceduringconversations.Know me.Understand myperspective byasking openendedquestions.Offerpost-callsurveyExplainedrental coverageand read rentalword tracks –CALL FAILUREBuild myconfidencethrough yourknowledge andeasy tounderstandexplanations.Read ADSP wordtrack/Offer serviceoptions availablefor loss locationCALL FAILURE(s)Communicateclaim processProvideonlineclaimstatusConfirmFacts ofLossAppropriatelanguageused – CALLFAILUREMake sure Iknow what toexpect andthe plan forfollow-up.It’s importantto me toknow youare listening.ProvideclaimsegmentinformationFirstimpressionsmatter to me;use a warm andinvitinggreeting.Explaincoverages– CALLFAILURECommunicateliabilitySummarizecontact filenoteI feel significantwhen you use mypreferred namemore than onceduringconversations.Know me.Understand myperspective byasking openendedquestions.Offerpost-callsurveyExplainedrental coverageand read rentalword tracks –CALL FAILUREBuild myconfidencethrough yourknowledge andeasy tounderstandexplanations.Read ADSP wordtrack/Offer serviceoptions availablefor loss locationCALL FAILURE(s)Communicateclaim processProvideonlineclaimstatusConfirmFacts ofLossAppropriatelanguageused – CALLFAILURE

Customer Interaction Review (CIR) - 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 sure I know what to expect and the plan for follow-up.
  2. It’s important to me to know you are listening.
  3. Provide claim segment information
  4. First impressions matter to me; use a warm and inviting greeting.
  5. Explain coverages – CALL FAILURE
  6. Communicate liability
  7. Summarize contact file note
  8. I feel significant when you use my preferred name more than once during conversations.
  9. Know me. Understand my perspective by asking open ended questions.
  10. Offer post-call survey
  11. Explained rental coverage and read rental word tracks – CALL FAILURE
  12. Build my confidence through your knowledge and easy to understand explanations.
  13. Read ADSP word track/Offer service options available for loss location CALL FAILURE(s)
  14. Communicate claim process
  15. Provide online claim status
  16. Confirm Facts of Loss
  17. Appropriate language used – CALL FAILURE