Agentchatting on apolicyapprovedearlier todayOpen a chatbut someoneelse joinsright beforeyouAgenttypes inall capsTalk tosameagent twicein one day"Can youemail methedocument?"Agent finallyrespondslong afteryou closechatYou can'tunderstandthe agentAgenttells youto hold onfor awhileAgentcontactswrongcompanyAgentsaid theychattedearlier"Lastquestion"or "Onemore thing"Agent talksabout howthey've beenin industry along timeAgent askswhy reviewis takingso longAgent deniesprescriptionbelongs toclientAgent typessomethingnot knowingyou can seeitAgent hastechnicalissues wecan't resolveAgentwantsconfidentialinformationAgentchecking onapp that'sclosed asincompleteAgent saysthey sentsomethingwe can't findAgent asksabout aplan theycan't writeAgentwants tospeak tounderwriterAgentchattingaboutunsuccessfulbank draftTalk to sameSLS reptwice in thesame dayAgent wantsanapplicationor producttutorialAgent wantsupdates on5+ pendingappsRiskassessmentrequestAgentasks forfaxnumberAgenttypessuperslowlyAgent saysclient isnice,honest, etc.Agentneeds ULquotingexplained"I have aquickquestion"Agent wantsto clarifydecisionengineprescriptions"Client hasallergies/asthmaand not COPD""I rely oncommissions"AgentuseswrongchatAppwithdrawnfor 3rdParty PayorAgentchattingfor theirdownlineWFG agentdoesn't add5 in frontAgentmessesup dateson appAgent saysthey got anemail fromusAgentneeds helpworkingsignaturesCheckingstatus of policysubmittedwithin 24 hoursAgent neverrespondsafter firstmessageAppcurrentlyinlicensingAgent wantsto addcomments onapp they justsubmittedAgent isespeciallynice and/orappreciativeReferagent totheir IMOAgentdoesn'tunderstandDecisionEngine"Can yourun aquote forme?"SupervisorrequestAgentdoesn't knowQAIRs don'tneedsignaturesAgent givesapp numberinstead ofpolicyAgent asksif theyneed to doanythingAgentswearsAgentwants youto do techsupport"I'm anewagent"Agent mentionsgettingcoverage atanothercompanyAgentleaves upabruptly"I'm notsure if thisis the rightdepartment"Agent can'tfindsomethingthat's inorder supplyAgentdoesn'tunderstandendorsementprocedureAgentis withclientAgentwon't giveagentnumberAgent realizesthey needsomethingright beforechat endsAgent wantsto submit adispute forsomethingindisputableTransferredfrom CX forsomethingCX handlesAgent doesn'tunderstandwhy werequestedsomethingAgentdoesn'tknow theirnumber"What'sthedifferencebetween..."Agentcan'tspellAgent startswith policynumber orclient namebefore agentinfo"Clientishealthy"Agentdoesn'tunderstandFE ROPAgentstartsmakingsmall talkWe're stillwaitingon APSPhoneinterviewis neededAgent wantsto knowreason fordeclineJuvenile Appwithdrawnfor parentcoverageWithdrawapp minutesaftersubmittedAgentis 75 orolderAgentdoesn'tunderstande-checksAgentspends along timeediting amessage"Clientonly hasHigh BloodPressure""Why didyou takeout thepayment?"Agentchatting on apolicyapprovedearlier todayOpen a chatbut someoneelse joinsright beforeyouAgenttypes inall capsTalk tosameagent twicein one day"Can youemail methedocument?"Agent finallyrespondslong afteryou closechatYou can'tunderstandthe agentAgenttells youto hold onfor awhileAgentcontactswrongcompanyAgentsaid theychattedearlier"Lastquestion"or "Onemore thing"Agent talksabout howthey've beenin industry along timeAgent askswhy reviewis takingso longAgent deniesprescriptionbelongs toclientAgent typessomethingnot knowingyou can seeitAgent hastechnicalissues wecan't resolveAgentwantsconfidentialinformationAgentchecking onapp that'sclosed asincompleteAgent saysthey sentsomethingwe can't findAgent asksabout aplan theycan't writeAgentwants tospeak tounderwriterAgentchattingaboutunsuccessfulbank draftTalk to sameSLS reptwice in thesame dayAgent wantsanapplicationor producttutorialAgent wantsupdates on5+ pendingappsRiskassessmentrequestAgentasks forfaxnumberAgenttypessuperslowlyAgent saysclient isnice,honest, etc.Agentneeds ULquotingexplained"I have aquickquestion"Agent wantsto clarifydecisionengineprescriptions"Client hasallergies/asthmaand not COPD""I rely oncommissions"AgentuseswrongchatAppwithdrawnfor 3rdParty PayorAgentchattingfor theirdownlineWFG agentdoesn't add5 in frontAgentmessesup dateson appAgent saysthey got anemail fromusAgentneeds helpworkingsignaturesCheckingstatus of policysubmittedwithin 24 hoursAgent neverrespondsafter firstmessageAppcurrentlyinlicensingAgent wantsto addcomments onapp they justsubmittedAgent isespeciallynice and/orappreciativeReferagent totheir IMOAgentdoesn'tunderstandDecisionEngine"Can yourun aquote forme?"SupervisorrequestAgentdoesn't knowQAIRs don'tneedsignaturesAgent givesapp numberinstead ofpolicyAgent asksif theyneed to doanythingAgentswearsAgentwants youto do techsupport"I'm anewagent"Agent mentionsgettingcoverage atanothercompanyAgentleaves upabruptly"I'm notsure if thisis the rightdepartment"Agent can'tfindsomethingthat's inorder supplyAgentdoesn'tunderstandendorsementprocedureAgentis withclientAgentwon't giveagentnumberAgent realizesthey needsomethingright beforechat endsAgent wantsto submit adispute forsomethingindisputableTransferredfrom CX forsomethingCX handlesAgent doesn'tunderstandwhy werequestedsomethingAgentdoesn'tknow theirnumber"What'sthedifferencebetween..."Agentcan'tspellAgent startswith policynumber orclient namebefore agentinfo"Clientishealthy"Agentdoesn'tunderstandFE ROPAgentstartsmakingsmall talkWe're stillwaitingon APSPhoneinterviewis neededAgent wantsto knowreason fordeclineJuvenile Appwithdrawnfor parentcoverageWithdrawapp minutesaftersubmittedAgentis 75 orolderAgentdoesn'tunderstande-checksAgentspends along timeediting amessage"Clientonly hasHigh BloodPressure""Why didyou takeout thepayment?"

Agent Support Chats - 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 chatting on a policy approved earlier today
  2. Open a chat but someone else joins right before you
  3. Agent types in all caps
  4. Talk to same agent twice in one day
  5. "Can you email me the document?"
  6. Agent finally responds long after you close chat
  7. You can't understand the agent
  8. Agent tells you to hold on for awhile
  9. Agent contacts wrong company
  10. Agent said they chatted earlier
  11. "Last question" or "One more thing"
  12. Agent talks about how they've been in industry a long time
  13. Agent asks why review is taking so long
  14. Agent denies prescription belongs to client
  15. Agent types something not knowing you can see it
  16. Agent has technical issues we can't resolve
  17. Agent wants confidential information
  18. Agent checking on app that's closed as incomplete
  19. Agent says they sent something we can't find
  20. Agent asks about a plan they can't write
  21. Agent wants to speak to underwriter
  22. Agent chatting about unsuccessful bank draft
  23. Talk to same SLS rep twice in the same day
  24. Agent wants an application or product tutorial
  25. Agent wants updates on 5+ pending apps
  26. Risk assessment request
  27. Agent asks for fax number
  28. Agent types super slowly
  29. Agent says client is nice, honest, etc.
  30. Agent needs UL quoting explained
  31. "I have a quick question"
  32. Agent wants to clarify decision engine prescriptions
  33. "Client has allergies/asthma and not COPD"
  34. "I rely on commissions"
  35. Agent uses wrong chat
  36. App withdrawn for 3rd Party Payor
  37. Agent chatting for their downline
  38. WFG agent doesn't add 5 in front
  39. Agent messes up dates on app
  40. Agent says they got an email from us
  41. Agent needs help working signatures
  42. Checking status of policy submitted within 24 hours
  43. Agent never responds after first message
  44. App currently in licensing
  45. Agent wants to add comments on app they just submitted
  46. Agent is especially nice and/or appreciative
  47. Refer agent to their IMO
  48. Agent doesn't understand Decision Engine
  49. "Can you run a quote for me?"
  50. Supervisor request
  51. Agent doesn't know QAIRs don't need signatures
  52. Agent gives app number instead of policy
  53. Agent asks if they need to do anything
  54. Agent swears
  55. Agent wants you to do tech support
  56. "I'm a new agent"
  57. Agent mentions getting coverage at another company
  58. Agent leaves up abruptly
  59. "I'm not sure if this is the right department"
  60. Agent can't find something that's in order supply
  61. Agent doesn't understand endorsement procedure
  62. Agent is with client
  63. Agent won't give agent number
  64. Agent realizes they need something right before chat ends
  65. Agent wants to submit a dispute for something indisputable
  66. Transferred from CX for something CX handles
  67. Agent doesn't understand why we requested something
  68. Agent doesn't know their number
  69. "What's the difference between..."
  70. Agent can't spell
  71. Agent starts with policy number or client name before agent info
  72. "Client is healthy"
  73. Agent doesn't understand FE ROP
  74. Agent starts making small talk
  75. We're still waiting on APS
  76. Phone interview is needed
  77. Agent wants to know reason for decline
  78. Juvenile App withdrawn for parent coverage
  79. Withdraw app minutes after submitted
  80. Agent is 75 or older
  81. Agent doesn't understand e-checks
  82. Agent spends a long time editing a message
  83. "Client only has High Blood Pressure"
  84. "Why did you take out the payment?"