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

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