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

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