Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.AskedNI/AOR howlong they’vebeen inbusiness.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).Told acustomerto “Drivesafe!”Told a NewBusinesscustomer weare happy tohave them atPGR.“Congratulationson your newvehicle!”Wished AORbest of luck ona quote theyare attemptingto sell.Askedcustomer whatthey like aboutwhere theylive.Wished customerHappy Birthday(Early/Belated/BirthdayEve).CongratulatedAgent on anew businesspolicy/sale.AskedNI/AOR howbusiness isgoing.Informed NIaboutOLS/offeredto help themregister.Toldcustomer weare here forthem 24/7.AskedNI/AORabout theirhobbies.Empathizedwith customerabout business(or even apersonalmatter).Wishedcustomer wellbeforetransferringthem to claims.Offered toassist AORwith any othercommercialpolicies.Madecustomerlaugh!Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)Askedcustomerabout theirpast/upcomingweekend.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.(When deleting adriver who left thecompany) “I hopehe/she left thecompany on goodterms”Talked withcustomer aboutplaces they’vetravelled/thingsthey’ve done.AskedNI/AOR howlong they’vebeen inbusiness.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).Told acustomerto “Drivesafe!”Told a NewBusinesscustomer weare happy tohave them atPGR.“Congratulationson your newvehicle!”Wished AORbest of luck ona quote theyare attemptingto sell.Askedcustomer whatthey like aboutwhere theylive.Wished customerHappy Birthday(Early/Belated/BirthdayEve).CongratulatedAgent on anew businesspolicy/sale.AskedNI/AOR howbusiness isgoing.Informed NIaboutOLS/offeredto help themregister.Toldcustomer weare here forthem 24/7.AskedNI/AORabout theirhobbies.Empathizedwith customerabout business(or even apersonalmatter).Wishedcustomer wellbeforetransferringthem to claims.Offered toassist AORwith any othercommercialpolicies.Madecustomerlaugh!Offered to showAOR capabilitiesin FAO(Inform/educatebeyond theircurrent request)Askedcustomerabout theirpast/upcomingweekend.When calling outto get permissionfrom NI, informedhim aboutPermission Notes.(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. Talked with customer about places they’ve travelled/things they’ve done.
  2. Asked NI/AOR how long they’ve been in business.
  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. Told a customer to “Drive safe!”
  7. Told a New Business customer we are happy to have them at PGR.
  8. “Congratulations on your new vehicle!”
  9. Wished AOR best of luck on a quote they are attempting to sell.
  10. Asked customer what they like about where they live.
  11. Wished customer Happy Birthday (Early/Belated/Birthday Eve).
  12. Congratulated Agent on a new business policy/sale.
  13. Asked NI/AOR how business is going.
  14. Informed NI about OLS/offered to help them register.
  15. Told customer we are here for them 24/7.
  16. Asked NI/AOR about their hobbies.
  17. Empathized with customer about business (or even a personal matter).
  18. Wished customer well before transferring them to claims.
  19. Offered to assist AOR with any other commercial policies.
  20. Made customer laugh!
  21. Offered to show AOR capabilities in FAO (Inform/educate beyond their current request)
  22. Asked customer about their past/upcoming weekend.
  23. When calling out to get permission from NI, informed him about Permission Notes.
  24. (When deleting a driver who left the company) “I hope he/she left the company on good terms”