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

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