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

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