Enrolled Ancillary Use the clients first name at least 3 times on a call Write down 3 ways to engage with a client Complemented a client on the phone (without being weird) Completed your task due today Helped a fellow team member Dance to a song playing WHILE pitching DVH Summitted a core policy Requested feedback on a call you did not close Set an appointment Took a 30 minute lunch Pitched accident plan Smile during an entire call Enrolled a PDP Have taken 10 inbounds 15 completed cases Sent Review Link Asked for referral Write one of your leaders a nice note High Five someone who made a sale Called an appointment Play Rock Paper Scissors with Jared Build rapport based on clients background noise Tell the client a story to build rapport Enrolled Ancillary Use the clients first name at least 3 times on a call Write down 3 ways to engage with a client Complemented a client on the phone (without being weird) Completed your task due today Helped a fellow team member Dance to a song playing WHILE pitching DVH Summitted a core policy Requested feedback on a call you did not close Set an appointment Took a 30 minute lunch Pitched accident plan Smile during an entire call Enrolled a PDP Have taken 10 inbounds 15 completed cases Sent Review Link Asked for referral Write one of your leaders a nice note High Five someone who made a sale Called an appointment Play Rock Paper Scissors with Jared Build rapport based on clients background noise Tell the client a story to build rapport
(Print) Use this randomly generated list as your call list when playing the game. 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.
G-Enrolled
Ancillary
O-Use the clients first name at least 3 times on a call
I-Write down 3 ways to engage with a client
B-Complemented a client on the phone
(without being weird)
I-Completed your task due today
O-Helped a fellow team member
N-Dance to a song playing WHILE pitching DVH
G-Summitted a core policy
G-Requested feedback on a call you did not close
O-Set an appointment
B-Took a 30 minute lunch
O-Pitched accident plan
I-Smile during an entire call
B-Enrolled a PDP
O-Have taken 10 inbounds
N-15 completed cases
B-Sent Review Link
N-Asked for referral
G-Write one of your leaders a nice note
B-High Five someone who made a sale
I-Called
an appointment
G-Play Rock Paper Scissors with Jared
I-Build rapport based on clients background noise
N-Tell the client a story to build rapport