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

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