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