Rewritean autopolicyThank thecustomerfor beingclaims freeActiveListeningConfirmall needsare metThank thecustomerfor callingUsecustomerfriendlylanguageduring rewriteAssumethe leadPIVOT fromescalatedissues tosolutionsRewritea homepolicyBe confidentbecauseyou are theexpertProvidecustomerwithoptionsAcknowledgeTenurePowercloseSay: I don'twant tolose yourbusinessFree!Buildvalue byreviewingbenefitsACW lessthan 40secondsOwnershipStatementEmpathizewith thecustomer'sconcernUse thecustomer'sname threetimes duringcallSpeak withenthusiasmRestate thecustomer'sneed/concern Allow thecustomer toexplain theirconcern fully Set clearexpectationsfor formsParaphrasecustomercomplaintsRewritean autopolicyThank thecustomerfor beingclaims freeActiveListeningConfirmall needsare metThank thecustomerfor callingUsecustomerfriendlylanguageduring rewriteAssumethe leadPIVOT fromescalatedissues tosolutionsRewritea homepolicyBe confidentbecauseyou are theexpertProvidecustomerwithoptionsAcknowledgeTenurePowercloseSay: I don'twant tolose yourbusinessFree!Buildvalue byreviewingbenefitsACW lessthan 40secondsOwnershipStatementEmpathizewith thecustomer'sconcernUse thecustomer'sname threetimes duringcallSpeak withenthusiasmRestate thecustomer'sneed/concern Allow thecustomer toexplain theirconcern fully Set clearexpectationsfor formsParaphrasecustomercomplaints

Retention Bingo - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. Rewrite an auto policy
  2. Thank the customer for being claims free
  3. Active Listening
  4. Confirm all needs are met
  5. Thank the customer for calling
  6. Use customer friendly language during rewrite
  7. Assume the lead
  8. PIVOT from escalated issues to solutions
  9. Rewrite a home policy
  10. Be confident because you are the expert
  11. Provide customer with options
  12. Acknowledge Tenure
  13. Power close
  14. Say: I don't want to lose your business
  15. Free!
  16. Build value by reviewing benefits
  17. ACW less than 40 seconds
  18. Ownership Statement
  19. Empathize with the customer's concern
  20. Use the customer's name three times during call
  21. Speak with enthusiasm
  22. Restate the customer's need/concern
  23. Allow the customer to explain their concern fully
  24. Set clear expectations for forms
  25. Paraphrase customer complaints