Providedmandatory scriptfor takingpayment (savedinfo only)_________No chattimeouts_______Deescalatedan AngryCustomer__________Kudos fromCustomer__________Left noteafterunenrollingfrom EFT__________Offered anotherpayment typewhen customerwants to avoidautopay___________Used NCStateSpecificcancel FUS_________OfferedNamedOperator________Gave phonenumberupdate script_________Left noteafter policyreview forCPT__________Ask forMileagewhen Vehicleuse changes_________Referred toCPT afterPolicy review__________Providedonlinenavigation_________Asked forvehiclepurchasedate_________Providedscreenshot/ copyand paste optionwhen customerrequests transcript_____________Provided loyaltylevelinformationduring policyreview____________Used NYStatespecificcancel FUS_________Left a noteafter callingout tocustomer_________AskedSONLquestions________Used chatbot todeterminechat reason__________Asked if vehicleis owned byLLC when useis business____________Advised ofpenalties forhaving a lapsein coverageduring a cancel____________Asked whatdate customersnew insurancebegan____________Providedcoveragedescriptions forcustomerknowledge___________Providedmandatory scriptfor takingpayment (savedinfo only)_________No chattimeouts_______Deescalatedan AngryCustomer__________Kudos fromCustomer__________Left noteafterunenrollingfrom EFT__________Offered anotherpayment typewhen customerwants to avoidautopay___________Used NCStateSpecificcancel FUS_________OfferedNamedOperator________Gave phonenumberupdate script_________Left noteafter policyreview forCPT__________Ask forMileagewhen Vehicleuse changes_________Referred toCPT afterPolicy review__________Providedonlinenavigation_________Asked forvehiclepurchasedate_________Providedscreenshot/ copyand paste optionwhen customerrequests transcript_____________Provided loyaltylevelinformationduring policyreview____________Used NYStatespecificcancel FUS_________Left a noteafter callingout tocustomer_________AskedSONLquestions________Used chatbot todeterminechat reason__________Asked if vehicleis owned byLLC when useis business____________Advised ofpenalties forhaving a lapsein coverageduring a cancel____________Asked whatdate customersnew insurancebegan____________Providedcoveragedescriptions forcustomerknowledge___________

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