ScheduleappointmentsInvite 2prospectsto theBOFHave 1personlicensed asyour recruitHave 1VULpolicyissuedMeetwith yourmanagerSubmit 1traditionalpolicyCreate 3proposals fora variablepolicyCreateyour ownmonitoringsheetDo a policyreview withyour clientMaster1productCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemGet 7confirmedappointmentsList down100prospectsListen to 1podcast/videoaboutinsuranceSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitLog-inyourCompassappSet 15minutestoday to dofollow-upsAttend1trainingHave atleast 1PCissued withP5k IPAPEMeet with5prospectsSubmit1 VULpolicyHave 1traditionalpolicyissuedMeet withyour co-advisors/unitScheduleappointmentsInvite 2prospectsto theBOFHave 1personlicensed asyour recruitHave 1VULpolicyissuedMeetwith yourmanagerSubmit 1traditionalpolicyCreate 3proposals fora variablepolicyCreateyour ownmonitoringsheetDo a policyreview withyour clientMaster1productCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemGet 7confirmedappointmentsList down100prospectsListen to 1podcast/videoaboutinsuranceSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitLog-inyourCompassappSet 15minutestoday to dofollow-upsAttend1trainingHave atleast 1PCissued withP5k IPAPEMeet with5prospectsSubmit1 VULpolicyHave 1traditionalpolicyissuedMeet withyour co-advisors/unit

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