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

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