Agentchatting on apolicyapprovedearlier todayPhoneinterviewis neededAgentdoesn'tknow theirnumberAgent can'tfindsomethingthat's inorder supply"Why didyou takeout thepayment?"Agentwants tospeak tounderwriterAgenttypes inall capsAgentchattingaboutunsuccessfulbank draft"Client hasallergies/asthmaand not COPD"AgentuseswrongchatAgent hastechnicalissues wecan't resolveAgentasks forfaxnumberAgent realizesthey needsomethingright beforechat endsAgentsaid theychattedearlierAgentwants youto do techsupportAgent saysclient isnice,honest, etc.RiskassessmentrequestTalk to sameSLS reptwice in thesame dayAgentleaves upabruptlyAgentstartsmakingsmall talkAgent mentionsgettingcoverage atanothercompany"I have aquickquestion"Agentchecking onapp that'sclosed asincompleteAgentspends along timeediting amessage"I'm anewagent"WFG agentdoesn't add5 in frontAgentdoesn'tunderstandDecisionEngineAgent wantsto submit adispute forsomethingindisputableAgentswears"Clientishealthy""I'm notsure if thisis the rightdepartment""Clientonly hasHigh BloodPressure"Agentis 75 orolderAgentcan'tspellAgenttells youto hold onfor awhileAgentwantsconfidentialinformationAgenttypessuperslowlyAgent talksabout howthey've beenin industry along timeTalk tosameagent twicein one dayAgent asksabout aplan theycan't writeAgentdoesn'tunderstandendorsementprocedureAgent typessomethingnot knowingyou can seeitAgentchattingfor theirdownlineAgent askswhy reviewis takingso longAgent saysthey got anemail fromusAgentmessesup dateson appJuvenile Appwithdrawnfor parentcoverageAgentdoesn'tunderstandFE ROPAgentwon't giveagentnumberTransferredfrom CX forsomethingCX handlesAgent wantsanapplicationor producttutorialSupervisorrequest"Can youemail methedocument?"You can'tunderstandthe agentAgent givesapp numberinstead ofpolicyReferagent totheir IMOOpen a chatbut someoneelse joinsright beforeyouWe're stillwaitingon APSCheckingstatus of policysubmittedwithin 24 hoursAppcurrentlyinlicensingAgent isespeciallynice and/orappreciativeAgent finallyrespondslong afteryou closechat"What'sthedifferencebetween..."Agent saysthey sentsomethingwe can't findAgent deniesprescriptionbelongs toclientAgent wantsupdates on5+ pendingappsAgent doesn'tunderstandwhy werequestedsomethingAgentneeds helpworkingsignaturesAgentneeds ULquotingexplained"I rely oncommissions"Agentdoesn't knowQAIRs don'tneedsignaturesAgent neverrespondsafter firstmessage"Lastquestion"or "Onemore thing"Agentcontactswrongcompany"Can yourun aquote forme?"Agent asksif theyneed to doanythingAgent startswith policynumber orclient namebefore agentinfoAgentdoesn'tunderstande-checksAgent wantsto clarifydecisionengineprescriptionsAgent wantsto knowreason fordeclineAgentis withclientWithdrawapp minutesaftersubmittedAppwithdrawnfor 3rdParty PayorAgent wantsto addcomments onapp they justsubmittedAgentchatting on apolicyapprovedearlier todayPhoneinterviewis neededAgentdoesn'tknow theirnumberAgent can'tfindsomethingthat's inorder supply"Why didyou takeout thepayment?"Agentwants tospeak tounderwriterAgenttypes inall capsAgentchattingaboutunsuccessfulbank draft"Client hasallergies/asthmaand not COPD"AgentuseswrongchatAgent hastechnicalissues wecan't resolveAgentasks forfaxnumberAgent realizesthey needsomethingright beforechat endsAgentsaid theychattedearlierAgentwants youto do techsupportAgent saysclient isnice,honest, etc.RiskassessmentrequestTalk to sameSLS reptwice in thesame dayAgentleaves upabruptlyAgentstartsmakingsmall talkAgent mentionsgettingcoverage atanothercompany"I have aquickquestion"Agentchecking onapp that'sclosed asincompleteAgentspends along timeediting amessage"I'm anewagent"WFG agentdoesn't add5 in frontAgentdoesn'tunderstandDecisionEngineAgent wantsto submit adispute forsomethingindisputableAgentswears"Clientishealthy""I'm notsure if thisis the rightdepartment""Clientonly hasHigh BloodPressure"Agentis 75 orolderAgentcan'tspellAgenttells youto hold onfor awhileAgentwantsconfidentialinformationAgenttypessuperslowlyAgent talksabout howthey've beenin industry along timeTalk tosameagent twicein one dayAgent asksabout aplan theycan't writeAgentdoesn'tunderstandendorsementprocedureAgent typessomethingnot knowingyou can seeitAgentchattingfor theirdownlineAgent askswhy reviewis takingso longAgent saysthey got anemail fromusAgentmessesup dateson appJuvenile Appwithdrawnfor parentcoverageAgentdoesn'tunderstandFE ROPAgentwon't giveagentnumberTransferredfrom CX forsomethingCX handlesAgent wantsanapplicationor producttutorialSupervisorrequest"Can youemail methedocument?"You can'tunderstandthe agentAgent givesapp numberinstead ofpolicyReferagent totheir IMOOpen a chatbut someoneelse joinsright beforeyouWe're stillwaitingon APSCheckingstatus of policysubmittedwithin 24 hoursAppcurrentlyinlicensingAgent isespeciallynice and/orappreciativeAgent finallyrespondslong afteryou closechat"What'sthedifferencebetween..."Agent saysthey sentsomethingwe can't findAgent deniesprescriptionbelongs toclientAgent wantsupdates on5+ pendingappsAgent doesn'tunderstandwhy werequestedsomethingAgentneeds helpworkingsignaturesAgentneeds ULquotingexplained"I rely oncommissions"Agentdoesn't knowQAIRs don'tneedsignaturesAgent neverrespondsafter firstmessage"Lastquestion"or "Onemore thing"Agentcontactswrongcompany"Can yourun aquote forme?"Agent asksif theyneed to doanythingAgent startswith policynumber orclient namebefore agentinfoAgentdoesn'tunderstande-checksAgent wantsto clarifydecisionengineprescriptionsAgent wantsto knowreason fordeclineAgentis withclientWithdrawapp minutesaftersubmittedAppwithdrawnfor 3rdParty PayorAgent wantsto addcomments onapp they justsubmitted

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