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

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