IdentifyCallerAssociatesaid uh/ummore than2xClientadvised ofhold/silenceOfferedOLBDecedent'sfirst andlast nameReason ofcall/ActivelisteningCorrect Greeting (name, the Bank ofAmerica name,and EstateServicingOperations.)Authenticate/AACAFree!CorrectDisclosureDid NotAuthenticateComplaintClose Call- Thankcaller fortimeSummarizeCallAVSTakeOwnershipEmpathyDid notSayDisclosureIdentifyCallerAssociatesaid uh/ummore than2xClientadvised ofhold/silenceOfferedOLBDecedent'sfirst andlast nameReason ofcall/ActivelisteningCorrect Greeting (name, the Bank ofAmerica name,and EstateServicingOperations.)Authenticate/AACAFree!CorrectDisclosureDid NotAuthenticateComplaintClose Call- Thankcaller fortimeSummarizeCallAVSTakeOwnershipEmpathyDid notSayDisclosure

DUNK TANK 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
  1. Identify Caller
  2. Associate said uh/um more than 2x
  3. Client advised of hold/silence
  4. Offered OLB
  5. Decedent's first and last name
  6. Reason of call/ Active listening
  7. Correct Greeting ( name, the Bank of America name, and Estate Servicing Operations.)
  8. Authenticate/ AACA
  9. Free!
  10. Correct Disclosure
  11. Did Not Authenticate
  12. Complaint
  13. Close Call - Thank caller for time
  14. Summarize Call
  15. AVS
  16. Take Ownership
  17. Empathy
  18. Did not Say Disclosure