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

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