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

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