Offered to sendID cards whenadding avehicle (withoutNI/AORasking).Offered toassist AORwith any othercommercialpolicies.Wished customerHappy Birthday(Early/Belated/BirthdayEve).AskedNI/AORabout theirhobbies.NI changedaddress & statedthey moved:“Congrats on yourmove hope it isgoing well!”Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)Told a NewBusinesscustomer weare happy tohave them atPGR.CongratulatedAgent on anew businesspolicy/sale.Empathizedwith customerabout business(or even apersonalmatter).Askedcustomerabout theirpast/upcomingweekend.Askedcustomer whatthey like aboutwhere theylive.Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.AskedNI/AOR howbusiness isgoing.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.Wished AORbest of luck ona quote theyare attemptingto sell.Told acustomerto “Drivesafe!”Wishedcustomer wellbeforetransferringthem to claims.Informed NIaboutOLS/offeredto help themregister.Offered COI forvehicle beingadded w/ LH orAI (withoutcustomerasking).Toldcustomer weare here forthem 24/7.“Congratulationson your newvehicle!”Madecustomerlaugh!AskedNI/AOR howlong they’vebeen inbusiness.(When deleting adriver who left thecompany) “I hopehe/she left thecompany on goodterms”Offered to sendID cards whenadding avehicle (withoutNI/AORasking).Offered toassist AORwith any othercommercialpolicies.Wished customerHappy Birthday(Early/Belated/BirthdayEve).AskedNI/AORabout theirhobbies.NI changedaddress & statedthey moved:“Congrats on yourmove hope it isgoing well!”Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)Told a NewBusinesscustomer weare happy tohave them atPGR.CongratulatedAgent on anew businesspolicy/sale.Empathizedwith customerabout business(or even apersonalmatter).Askedcustomerabout theirpast/upcomingweekend.Askedcustomer whatthey like aboutwhere theylive.Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.AskedNI/AOR howbusiness isgoing.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.Wished AORbest of luck ona quote theyare attemptingto sell.Told acustomerto “Drivesafe!”Wishedcustomer wellbeforetransferringthem to claims.Informed NIaboutOLS/offeredto help themregister.Offered COI forvehicle beingadded w/ LH orAI (withoutcustomerasking).Toldcustomer weare here forthem 24/7.“Congratulationson your newvehicle!”Madecustomerlaugh!AskedNI/AOR howlong they’vebeen inbusiness.(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. Offered to send ID cards when adding a vehicle (without NI/AOR asking).
  2. Offered to assist AOR with any other commercial policies.
  3. Wished customer Happy Birthday (Early/Belated/Birthday Eve).
  4. Asked NI/AOR about their hobbies.
  5. NI changed address & stated they moved: “Congrats on your move hope it is going well!”
  6. Offered to show AOR capabilities in FAO (Inform/educate beyond their current request)
  7. Told a New Business customer we are happy to have them at PGR.
  8. Congratulated Agent on a new business policy/sale.
  9. Empathized with customer about business (or even a personal matter).
  10. Asked customer about their past/upcoming weekend.
  11. Asked customer what they like about where they live.
  12. Talked with customer about places they’ve travelled/things they’ve done.
  13. Asked NI/AOR how business is going.
  14. When calling out to get permission from NI, informed him about Permission Notes.
  15. Wished AOR best of luck on a quote they are attempting to sell.
  16. Told a customer to “Drive safe!”
  17. Wished customer well before transferring them to claims.
  18. Informed NI about OLS/offered to help them register.
  19. Offered COI for vehicle being added w/ LH or AI (without customer asking).
  20. Told customer we are here for them 24/7.
  21. “Congratulations on your new vehicle!”
  22. Made customer laugh!
  23. Asked NI/AOR how long they’ve been in business.
  24. (When deleting a driver who left the company) “I hope he/she left the company on good terms”