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

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