Have atleast 1PCissued withP5k IPAPERevisit yourprospect listand qualifythemListen to 1podcast/videoaboutinsuranceHave 1personlicensed asyour recruitCreate 3proposals fora variablepolicyList down100prospectsAttend1trainingScheduleappointmentsMeetwith yourmanagerCreate 3proposals fora traditionalpolicyLog-inyourCompassappSubmit1 VULpolicySet 15minutestoday to dofollow-upsHave 1traditionalpolicyissuedInvite 2prospectsto theBOFDo a policyreview withyour clientMeet withyour co-advisors/unitSubmit 1traditionalpolicyMeet with5prospectsCreateyour ownmonitoringsheetHave 1VULpolicyissuedSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMaster1productGet 7confirmedappointmentsHave atleast 1PCissued withP5k IPAPERevisit yourprospect listand qualifythemListen to 1podcast/videoaboutinsuranceHave 1personlicensed asyour recruitCreate 3proposals fora variablepolicyList down100prospectsAttend1trainingScheduleappointmentsMeetwith yourmanagerCreate 3proposals fora traditionalpolicyLog-inyourCompassappSubmit1 VULpolicySet 15minutestoday to dofollow-upsHave 1traditionalpolicyissuedInvite 2prospectsto theBOFDo a policyreview withyour clientMeet withyour co-advisors/unitSubmit 1traditionalpolicyMeet with5prospectsCreateyour ownmonitoringsheetHave 1VULpolicyissuedSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMaster1productGet 7confirmedappointments

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