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

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Asked customer about their past/upcoming weekend.
  2. Made customer laugh!
  3. Told customer we are here for them 24/7.
  4. Offered to assist AOR with any other commercial policies.
  5. Asked NI/AOR about their hobbies.
  6. Wished customer Happy Birthday (Early/Belated/Birthday Eve).
  7. Offered COI for vehicle being added w/ LH or AI (without customer asking).
  8. Empathized with customer about business (or even a personal matter).
  9. Wished AOR best of luck on a quote they are attempting to sell.
  10. Told a customer to “Drive safe!”
  11. (When deleting a driver who left the company) “I hope he/she left the company on good terms”
  12. Offered to send ID cards when adding a vehicle (without NI/AOR asking).
  13. “Congratulations on your new vehicle!”
  14. When calling out to get permission from NI, informed him about Permission Notes.
  15. Informed NI about OLS/offered to help them register.
  16. NI changed address & stated they moved: “Congrats on your move hope it is going well!”
  17. Asked NI/AOR how business is going.
  18. Talked with customer about places they’ve travelled/things they’ve done.
  19. Congratulated Agent on a new business policy/sale.
  20. Told a New Business customer we are happy to have them at PGR.
  21. Asked customer what they like about where they live.
  22. Asked NI/AOR how long they’ve been in business.
  23. Wished customer well before transferring them to claims.
  24. Offered to show AOR capabilities in FAO (Inform/educate beyond their current request)