Set 15minutestoday to dofollow-upsMeetwith yourmanagerCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemSubmit 1traditionalpolicyHave atleast 1PCissued withP5k IPAPECreate 3proposals fora variablepolicyGet 7confirmedappointmentsSubmit1 VULpolicyDo a policyreview withyour clientScheduleappointmentsCreateyour ownmonitoringsheetHave 1VULpolicyissuedInvite 2prospectsto theBOFMeet withyour co-advisors/unitListen to 1podcast/videoaboutinsuranceList down100prospectsHave 1traditionalpolicyissuedAttend1trainingMeet with5prospectsHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitLog-inyourCompassappMaster1productSet 15minutestoday to dofollow-upsMeetwith yourmanagerCreate 3proposals fora traditionalpolicyRevisit yourprospect listand qualifythemSubmit 1traditionalpolicyHave atleast 1PCissued withP5k IPAPECreate 3proposals fora variablepolicyGet 7confirmedappointmentsSubmit1 VULpolicyDo a policyreview withyour clientScheduleappointmentsCreateyour ownmonitoringsheetHave 1VULpolicyissuedInvite 2prospectsto theBOFMeet withyour co-advisors/unitListen to 1podcast/videoaboutinsuranceList down100prospectsHave 1traditionalpolicyissuedAttend1trainingMeet with5prospectsHave 1personlicensed asyour recruitSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitLog-inyourCompassappMaster1product

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