Have 1VULpolicyissuedSubmit1 VULpolicyRevisit yourprospect listand qualifythemHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitCreate 3proposals fora traditionalpolicyCreateyour ownmonitoringsheetInvite 2prospectsto theBOFHave atleast 1PCissued withP5k IPAPEMaster1productHave 1traditionalpolicyissuedMeet with5prospectsScheduleappointmentsMeetwith yourmanagerGet 7confirmedappointmentsSet 15minutestoday to dofollow-upsSubmit 1traditionalpolicyListen to 1podcast/videoaboutinsuranceList down100prospectsDo a policyreview withyour clientLog-inyourCompassappCreate 3proposals fora variablepolicyAttend1trainingMeet withyour co-advisors/unitHave 1VULpolicyissuedSubmit1 VULpolicyRevisit yourprospect listand qualifythemHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitCreate 3proposals fora traditionalpolicyCreateyour ownmonitoringsheetInvite 2prospectsto theBOFHave atleast 1PCissued withP5k IPAPEMaster1productHave 1traditionalpolicyissuedMeet with5prospectsScheduleappointmentsMeetwith yourmanagerGet 7confirmedappointmentsSet 15minutestoday to dofollow-upsSubmit 1traditionalpolicyListen to 1podcast/videoaboutinsuranceList down100prospectsDo a policyreview withyour clientLog-inyourCompassappCreate 3proposals fora variablepolicyAttend1trainingMeet 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. Have 1 VUL policy issued
  2. Submit 1 VUL policy
  3. Revisit your prospect list and qualify them
  4. Have 1 person licensed as your recruit
  5. Set 7 interview schedules with you/your leader and your prospective recruit
  6. Create 3 proposals for a traditional policy
  7. Create your own monitoring sheet
  8. Invite 2 prospects to the BOF
  9. Have at least 1PC issued with P5k IPAPE
  10. Master 1 product
  11. Have 1 traditional policy issued
  12. Meet with 5 prospects
  13. Schedule appointments
  14. Meet with your manager
  15. Get 7 confirmed appointments
  16. Set 15 minutes today to do follow-ups
  17. Submit 1 traditional policy
  18. Listen to 1 podcast/video about insurance
  19. List down 100 prospects
  20. Do a policy review with your client
  21. Log-in your Compass app
  22. Create 3 proposals for a variable policy
  23. Attend 1 training
  24. Meet with your co-advisors/unit