Createyour ownmonitoringsheetList down100prospectsAttend1trainingCreate 3proposals fora variablepolicySubmit 1traditionalpolicyMeet withyour co-advisors/unitLog-inyourCompassappMeet with5prospectsInvite 2prospectsto theBOFSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitDo a policyreview withyour clientScheduleappointmentsGet 7confirmedappointmentsMeetwith yourmanagerSet 15minutestoday to dofollow-upsRevisit yourprospect listand qualifythemHave 1traditionalpolicyissuedHave 1VULpolicyissuedMaster1productSubmit1 VULpolicyHave atleast 1PCissued withP5k IPAPEListen to 1podcast/videoaboutinsuranceCreate 3proposals fora traditionalpolicyHave 1personlicensed asyour recruitCreateyour ownmonitoringsheetList down100prospectsAttend1trainingCreate 3proposals fora variablepolicySubmit 1traditionalpolicyMeet withyour co-advisors/unitLog-inyourCompassappMeet with5prospectsInvite 2prospectsto theBOFSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitDo a policyreview withyour clientScheduleappointmentsGet 7confirmedappointmentsMeetwith yourmanagerSet 15minutestoday to dofollow-upsRevisit yourprospect listand qualifythemHave 1traditionalpolicyissuedHave 1VULpolicyissuedMaster1productSubmit1 VULpolicyHave atleast 1PCissued withP5k IPAPEListen to 1podcast/videoaboutinsuranceCreate 3proposals fora traditionalpolicyHave 1personlicensed asyour recruit

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