(When deleting adriver who left thecompany) “I hopehe/she left thecompany on goodterms”NI changedaddress & statedthey moved:“Congrats on yourmove hope it isgoing well!”Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)AskedNI/AOR howbusiness isgoing.Offered toassist AORwith any othercommercialpolicies.Wished customerHappy Birthday(Early/Belated/BirthdayEve).Told acustomerto “Drivesafe!”Madecustomerlaugh!Toldcustomer weare here forthem 24/7.Offered COI forvehicle beingadded w/ LH orAI (withoutcustomerasking).Informed NIaboutOLS/offeredto help themregister.Told a NewBusinesscustomer weare happy tohave them atPGR.CongratulatedAgent on anew businesspolicy/sale.Askedcustomer whatthey like aboutwhere theylive.Wished AORbest of luck ona quote theyare attemptingto sell.“Congratulationson your newvehicle!”AskedNI/AORabout theirhobbies.Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.Askedcustomerabout theirpast/upcomingweekend.Wishedcustomer wellbeforetransferringthem to claims.Empathizedwith customerabout business(or even apersonalmatter).Offered to sendID cards whenadding avehicle (withoutNI/AORasking).AskedNI/AOR howlong they’vebeen inbusiness.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.(When deleting adriver who left thecompany) “I hopehe/she left thecompany on goodterms”NI changedaddress & statedthey moved:“Congrats on yourmove hope it isgoing well!”Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)AskedNI/AOR howbusiness isgoing.Offered toassist AORwith any othercommercialpolicies.Wished customerHappy Birthday(Early/Belated/BirthdayEve).Told acustomerto “Drivesafe!”Madecustomerlaugh!Toldcustomer weare here forthem 24/7.Offered COI forvehicle beingadded w/ LH orAI (withoutcustomerasking).Informed NIaboutOLS/offeredto help themregister.Told a NewBusinesscustomer weare happy tohave them atPGR.CongratulatedAgent on anew businesspolicy/sale.Askedcustomer whatthey like aboutwhere theylive.Wished AORbest of luck ona quote theyare attemptingto sell.“Congratulationson your newvehicle!”AskedNI/AORabout theirhobbies.Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.Askedcustomerabout theirpast/upcomingweekend.Wishedcustomer wellbeforetransferringthem to claims.Empathizedwith customerabout business(or even apersonalmatter).Offered to sendID cards whenadding avehicle (withoutNI/AORasking).AskedNI/AOR howlong they’vebeen inbusiness.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.

Enriching Relationships - 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.


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  1. (When deleting a driver who left the company) “I hope he/she left the company on good terms”
  2. NI changed address & stated they moved: “Congrats on your move hope it is going well!”
  3. Offered to show AOR capabilities in FAO (Inform/educate beyond their current request)
  4. Asked NI/AOR how business is going.
  5. Offered to assist AOR with any other commercial policies.
  6. Wished customer Happy Birthday (Early/Belated/Birthday Eve).
  7. Told a customer to “Drive safe!”
  8. Made customer laugh!
  9. Told customer we are here for them 24/7.
  10. Offered COI for vehicle being added w/ LH or AI (without customer asking).
  11. Informed NI about OLS/offered to help them register.
  12. Told a New Business customer we are happy to have them at PGR.
  13. Congratulated Agent on a new business policy/sale.
  14. Asked customer what they like about where they live.
  15. Wished AOR best of luck on a quote they are attempting to sell.
  16. “Congratulations on your new vehicle!”
  17. Asked NI/AOR about their hobbies.
  18. Talked with customer about places they’ve travelled/things they’ve done.
  19. Asked customer about their past/upcoming weekend.
  20. Wished customer well before transferring them to claims.
  21. Empathized with customer about business (or even a personal matter).
  22. Offered to send ID cards when adding a vehicle (without NI/AOR asking).
  23. Asked NI/AOR how long they’ve been in business.
  24. When calling out to get permission from NI, informed him about Permission Notes.