Get 7confirmedappointmentsList down100prospectsCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemScheduleappointmentsDo a policyreview withyour clientMaster1productSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitSubmit1 VULpolicyHave 1traditionalpolicyissuedAttend1trainingInvite 2prospectsto theBOFMeet withyour co-advisors/unitHave atleast 1PCissued withP5k IPAPESubmit 1traditionalpolicyMeetwith yourmanagerSet 15minutestoday to dofollow-upsLog-inyourCompassappMeet with5prospectsCreate 3proposals fora variablepolicyHave 1VULpolicyissuedCreateyour ownmonitoringsheetListen to 1podcast/videoaboutinsuranceHave 1personlicensed asyour recruitGet 7confirmedappointmentsList down100prospectsCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemScheduleappointmentsDo a policyreview withyour clientMaster1productSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitSubmit1 VULpolicyHave 1traditionalpolicyissuedAttend1trainingInvite 2prospectsto theBOFMeet withyour co-advisors/unitHave atleast 1PCissued withP5k IPAPESubmit 1traditionalpolicyMeetwith yourmanagerSet 15minutestoday to dofollow-upsLog-inyourCompassappMeet with5prospectsCreate 3proposals fora variablepolicyHave 1VULpolicyissuedCreateyour ownmonitoringsheetListen to 1podcast/videoaboutinsuranceHave 1personlicensed asyour recruit

Productivity 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
  1. Get 7 confirmed appointments
  2. List down 100 prospects
  3. Create 3 proposals for a traditional policy
  4. Revisit your prospect list and qualify them
  5. Schedule appointments
  6. Do a policy review with your client
  7. Master 1 product
  8. Set 7 interview schedules with you/your leader and your prospective recruit
  9. Submit 1 VUL policy
  10. Have 1 traditional policy issued
  11. Attend 1 training
  12. Invite 2 prospects to the BOF
  13. Meet with your co-advisors/unit
  14. Have at least 1PC issued with P5k IPAPE
  15. Submit 1 traditional policy
  16. Meet with your manager
  17. Set 15 minutes today to do follow-ups
  18. Log-in your Compass app
  19. Meet with 5 prospects
  20. Create 3 proposals for a variable policy
  21. Have 1 VUL policy issued
  22. Create your own monitoring sheet
  23. Listen to 1 podcast/video about insurance
  24. Have 1 person licensed as your recruit