Do a policyreview withyour clientHave atleast 1PCissued withP5k IPAPEHave 1VULpolicyissuedLog-inyourCompassappRevisit yourprospect listand qualifythemSubmit 1traditionalpolicyInvite 2prospectsto theBOFAttend1trainingHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMaster1productMeet with5prospectsSet 15minutestoday to dofollow-upsMeet withyour co-advisors/unitMeetwith yourmanagerCreate 3proposals fora variablepolicyCreate 3proposals fora traditionalpolicyList down100prospectsGet 7confirmedappointmentsCreateyour ownmonitoringsheetSubmit1 VULpolicyHave 1traditionalpolicyissuedListen to 1podcast/videoaboutinsuranceScheduleappointmentsDo a policyreview withyour clientHave atleast 1PCissued withP5k IPAPEHave 1VULpolicyissuedLog-inyourCompassappRevisit yourprospect listand qualifythemSubmit 1traditionalpolicyInvite 2prospectsto theBOFAttend1trainingHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMaster1productMeet with5prospectsSet 15minutestoday to dofollow-upsMeet withyour co-advisors/unitMeetwith yourmanagerCreate 3proposals fora variablepolicyCreate 3proposals fora traditionalpolicyList down100prospectsGet 7confirmedappointmentsCreateyour ownmonitoringsheetSubmit1 VULpolicyHave 1traditionalpolicyissuedListen to 1podcast/videoaboutinsuranceScheduleappointments

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.


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