Kudos fromCustomer__________Used chatbot todeterminechat reason__________Advised ofpenalties forhaving a lapsein coverageduring a cancel____________Providedscreenshot/ copyand paste optionwhen customerrequests transcript_____________Ask forMileagewhen Vehicleuse changes_________Providedcoveragedescriptions forcustomerknowledge___________Used NYStatespecificcancel FUS_________Offered anotherpayment typewhen customerwants to avoidautopay___________Used NCStateSpecificcancel FUS_________AskedSONLquestions________Left noteafterunenrollingfrom EFT__________Referred toCPT afterPolicy review__________No chattimeouts_______OfferedNamedOperator________Left a noteafter callingout tocustomer_________Deescalatedan AngryCustomer__________Providedonlinenavigation_________Asked whatdate customersnew insurancebegan____________Provided loyaltylevelinformationduring policyreview____________Asked if vehicleis owned byLLC when useis business____________Left noteafter policyreview forCPT__________Gave phonenumberupdate script_________Providedmandatory scriptfor takingpayment (savedinfo only)_________Asked forvehiclepurchasedate_________Kudos fromCustomer__________Used chatbot todeterminechat reason__________Advised ofpenalties forhaving a lapsein coverageduring a cancel____________Providedscreenshot/ copyand paste optionwhen customerrequests transcript_____________Ask forMileagewhen Vehicleuse changes_________Providedcoveragedescriptions forcustomerknowledge___________Used NYStatespecificcancel FUS_________Offered anotherpayment typewhen customerwants to avoidautopay___________Used NCStateSpecificcancel FUS_________AskedSONLquestions________Left noteafterunenrollingfrom EFT__________Referred toCPT afterPolicy review__________No chattimeouts_______OfferedNamedOperator________Left a noteafter callingout tocustomer_________Deescalatedan AngryCustomer__________Providedonlinenavigation_________Asked whatdate customersnew insurancebegan____________Provided loyaltylevelinformationduring policyreview____________Asked if vehicleis owned byLLC when useis business____________Left noteafter policyreview forCPT__________Gave phonenumberupdate script_________Providedmandatory scriptfor takingpayment (savedinfo only)_________Asked forvehiclepurchasedate_________

Chat Quality 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
19
20
21
22
23
24
  1. Kudos from Customer __________
  2. Used chat bot to determine chat reason __________
  3. Advised of penalties for having a lapse in coverage during a cancel ____________
  4. Provided screenshot/ copy and paste option when customer requests transcript _____________
  5. Ask for Mileage when Vehicle use changes _________
  6. Provided coverage descriptions for customer knowledge ___________
  7. Used NY State specific cancel FUS _________
  8. Offered another payment type when customer wants to avoid autopay ___________
  9. Used NC State Specific cancel FUS _________
  10. Asked SONL questions ________
  11. Left note after unenrolling from EFT __________
  12. Referred to CPT after Policy review __________
  13. No chat timeouts _______
  14. Offered Named Operator ________
  15. Left a note after calling out to customer _________
  16. Deescalated an Angry Customer __________
  17. Provided online navigation _________
  18. Asked what date customers new insurance began ____________
  19. Provided loyalty level information during policy review ____________
  20. Asked if vehicle is owned by LLC when use is business ____________
  21. Left note after policy review for CPT __________
  22. Gave phone number update script _________
  23. Provided mandatory script for taking payment (saved info only) _________
  24. Asked for vehicle purchase date _________