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

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