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

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