Do a policyreview withyour clientList down100prospectsMeet with5prospectsScheduleappointmentsSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitGet 7confirmedappointmentsHave 1personlicensed asyour recruitMeetwith yourmanagerAttend1trainingCreate 3proposals fora traditionalpolicyMaster1productListen to 1podcast/videoaboutinsuranceInvite 2prospectsto theBOFSubmit 1traditionalpolicyRevisit yourprospect listand qualifythemMeet withyour co-advisors/unitSubmit1 VULpolicySet 15minutestoday to dofollow-upsHave 1traditionalpolicyissuedCreateyour ownmonitoringsheetHave atleast 1PCissued withP5k IPAPECreate 3proposals fora variablepolicyLog-inyourCompassappHave 1VULpolicyissuedDo a policyreview withyour clientList down100prospectsMeet with5prospectsScheduleappointmentsSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitGet 7confirmedappointmentsHave 1personlicensed asyour recruitMeetwith yourmanagerAttend1trainingCreate 3proposals fora traditionalpolicyMaster1productListen to 1podcast/videoaboutinsuranceInvite 2prospectsto theBOFSubmit 1traditionalpolicyRevisit yourprospect listand qualifythemMeet withyour co-advisors/unitSubmit1 VULpolicySet 15minutestoday to dofollow-upsHave 1traditionalpolicyissuedCreateyour ownmonitoringsheetHave atleast 1PCissued withP5k IPAPECreate 3proposals fora variablepolicyLog-inyourCompassappHave 1VULpolicyissued

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