Cold transfer 103% PDP Complete enrollment accurately (C2) Warm transfer Demographics (A2) POA PPO Monthly Premium (B) Meets Enrollment Needs analysis (B3) HMO Read disclaimers (F1) Confirmed Medicare eligible (B2) Avoid dead air (D4) Used correct disposition (E2) Referred to the caller by name (D3) Checked in with caller within 90 seconds (D1) Coverage outside of US (B4) Eligibility Exceeds Avoided the use of acronyms (D3) Ready to sell Follow scripting (D4) Licensed agent 95% DSNP Complete notes for lead (B6) Closed call appropriately (E1) Provided hours of operations (E1) MAPD Active listening (D2) Utilized resources (C1) Overcome objections (B5) Plan presentation (B4) Followed HIPAA guidelines (F1) Provided the greeting within 10 seconds (A1) Agreement to SOA (B1) Set call agenda (A4) Compliance Coaching Does not meets Partially meets Cold transfer 103% PDP Complete enrollment accurately (C2) Warm transfer Demographics (A2) POA PPO Monthly Premium (B) Meets Enrollment Needs analysis (B3) HMO Read disclaimers (F1) Confirmed Medicare eligible (B2) Avoid dead air (D4) Used correct disposition (E2) Referred to the caller by name (D3) Checked in with caller within 90 seconds (D1) Coverage outside of US (B4) Eligibility Exceeds Avoided the use of acronyms (D3) Ready to sell Follow scripting (D4) Licensed agent 95% DSNP Complete notes for lead (B6) Closed call appropriately (E1) Provided hours of operations (E1) MAPD Active listening (D2) Utilized resources (C1) Overcome objections (B5) Plan presentation (B4) Followed HIPAA guidelines (F1) Provided the greeting within 10 seconds (A1) Agreement to SOA (B1) Set call agenda (A4) Compliance Coaching Does not meets Partially meets
(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.
Cold transfer
103%
PDP
Complete enrollment accurately (C2)
Warm transfer
Demographics (A2)
POA
PPO
Monthly Premium (B)
Meets
Enrollment
Needs analysis (B3)
HMO
Read disclaimers (F1)
Confirmed Medicare eligible (B2)
Avoid dead air (D4)
Used correct disposition (E2)
Referred to the caller by name (D3)
Checked in with caller within 90 seconds (D1)
Coverage outside of US (B4)
Eligibility
Exceeds
Avoided the use of acronyms (D3)
Ready to sell
Follow scripting (D4)
Licensed agent
95%
DSNP
Complete notes for lead (B6)
Closed call appropriately (E1)
Provided hours of operations (E1)
MAPD
Active listening (D2)
Utilized resources (C1)
Overcome objections (B5)
Plan presentation (B4)
Followed HIPAA guidelines (F1)
Provided the greeting within 10 seconds (A1)
Agreement to SOA (B1)
Set call agenda (A4)
Compliance
Coaching
Does not meets
Partially meets