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

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