Use theIntuitDiagnostictoolHave acustomerreply with agood CSATcommentCheck forFLexemptionCreateaNODLSend aDocusignor LPRSwitchto DBExplainPAYGPartnerchangeComplete 5late payrollnoticeticketsClosea BORsetupAdd orRenew apolicy inEPICSales &SetupCertificaterequestLearnsomethingnewEndorsea policyfor payrollRunSuspenseReassignanemployeeChangein FEINIncludeanofficerAnswer aquestionin OpsChit ChatAnswer aquestion inthe MidTermVarianceChannelAnswer yourownquestionusingconfluenceCompletea GAPSend allCarrierVarianceEndorsementsassignedComplete 15ExpirationReportentriesUse theIntuitDiagnostictoolHave acustomerreply with agood CSATcommentCheck forFLexemptionCreateaNODLSend aDocusignor LPRSwitchto DBExplainPAYGPartnerchangeComplete 5late payrollnoticeticketsClosea BORsetupAdd orRenew apolicy inEPICSales &SetupCertificaterequestLearnsomethingnewEndorsea policyfor payrollRunSuspenseReassignanemployeeChangein FEINIncludeanofficerAnswer aquestionin OpsChit ChatAnswer aquestion inthe MidTermVarianceChannelAnswer yourownquestionusingconfluenceCompletea GAPSend allCarrierVarianceEndorsementsassignedComplete 15ExpirationReportentries

Customer Service Week - 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
19
20
21
22
23
24
  1. Use the Intuit Diagnostic tool
  2. Have a customer reply with a good CSAT comment
  3. Check for FL exemption
  4. Create a NODL
  5. Send a Docusign or LPR
  6. Switch to DB
  7. Explain PAYG
  8. Partner change
  9. Complete 5 late payroll notice tickets
  10. Close a BOR setup
  11. Add or Renew a policy in EPIC
  12. Sales & Setup Certificate request
  13. Learn something new
  14. Endorse a policy for payroll
  15. Run Suspense
  16. Reassign an employee
  17. Change in FEIN
  18. Include an officer
  19. Answer a question in Ops Chit Chat
  20. Answer a question in the MidTerm Variance Channel
  21. Answer your own question using confluence
  22. Complete a GAP
  23. Send all Carrier Variance Endorsements assigned
  24. Complete 15 Expiration Report entries