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

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