Deescalated a caller Said ‘Good morning in the team chat!’ Customer is from Iowa Offered the survey Updated an address Spoke to someone in the South Sent a eSig change of beneficiary form Dogs barking in the background Spoke to a customer on the West Coast Customer says “Trust- Stage” Filed a concern Processed a loan request Emailed an online account set up Went ready right after a call Conserved an AD&D Policy Customer thanked you by name! Conserved a Life policy Changed payment to statement by mail Spoke a verbal authorized Confirmed a beneficiary Promoted the online website Transferred a customer to sales. Sent a policy summary Spoke to a customer on the East Coast Deescalated a caller Said ‘Good morning in the team chat!’ Customer is from Iowa Offered the survey Updated an address Spoke to someone in the South Sent a eSig change of beneficiary form Dogs barking in the background Spoke to a customer on the West Coast Customer says “Trust- Stage” Filed a concern Processed a loan request Emailed an online account set up Went ready right after a call Conserved an AD&D Policy Customer thanked you by name! Conserved a Life policy Changed payment to statement by mail Spoke a verbal authorized Confirmed a beneficiary Promoted the online website Transferred a customer to sales. Sent a policy summary Spoke to a customer on the East Coast
(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.
Deescalated a caller
Said ‘Good morning in the team chat!’
Customer is from Iowa
Offered the survey
Updated an address
Spoke to someone in the South
Sent a eSig change of beneficiary form
Dogs barking in the background
Spoke to a customer on the West Coast
Customer says “Trust-Stage”
Filed a concern
Processed a loan request
Emailed an online account set up
Went ready right after a call
Conserved an AD&D Policy
Customer thanked you by name!
Conserved a Life policy
Changed payment to statement by mail
Spoke a verbal authorized
Confirmed a beneficiary
Promoted the online website
Transferred a customer to sales.
Sent a policy summary
Spoke to a customer on the East Coast