Create 3proposals fora variablepolicyMaster1productCreate 3proposals fora traditionalpolicyCreateyour ownmonitoringsheetMeet withyour co-advisors/unitSubmit 1traditionalpolicySet 7 interviewschedules withyou/your leaderand yourprospectiverecruitHave 1traditionalpolicyissuedRevisit yourprospect listand qualifythemHave 1VULpolicyissuedList down100prospectsInvite 2prospectsto theBOFAttend1trainingHave atleast 1PCissued withP5k IPAPEHave 1personlicensed asyour recruitGet 7confirmedappointmentsLog-inyourCompassappMeetwith yourmanagerSubmit1 VULpolicyListen to 1podcast/videoaboutinsuranceDo a policyreview withyour clientSet 15minutestoday to dofollow-upsScheduleappointmentsMeet with5prospectsCreate 3proposals fora variablepolicyMaster1productCreate 3proposals fora traditionalpolicyCreateyour ownmonitoringsheetMeet withyour co-advisors/unitSubmit 1traditionalpolicySet 7 interviewschedules withyou/your leaderand yourprospectiverecruitHave 1traditionalpolicyissuedRevisit yourprospect listand qualifythemHave 1VULpolicyissuedList down100prospectsInvite 2prospectsto theBOFAttend1trainingHave atleast 1PCissued withP5k IPAPEHave 1personlicensed asyour recruitGet 7confirmedappointmentsLog-inyourCompassappMeetwith yourmanagerSubmit1 VULpolicyListen to 1podcast/videoaboutinsuranceDo a policyreview withyour clientSet 15minutestoday to dofollow-upsScheduleappointmentsMeet with5prospects

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