Do a policyreview withyour clientLog-inyourCompassappHave 1personlicensed asyour recruitHave 1VULpolicyissuedScheduleappointmentsCreate 3proposals fora traditionalpolicySet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMeet with5prospectsMeet withyour co-advisors/unitSet 15minutestoday to dofollow-upsCreateyour ownmonitoringsheetMaster1productRevisit yourprospect listand qualifythemSubmit1 VULpolicyGet 7confirmedappointmentsAttend1trainingCreate 3proposals fora variablepolicyListen to 1podcast/videoaboutinsuranceInvite 2prospectsto theBOFHave 1traditionalpolicyissuedList down100prospectsMeetwith yourmanagerSubmit 1traditionalpolicyHave atleast 1PCissued withP5k IPAPEDo a policyreview withyour clientLog-inyourCompassappHave 1personlicensed asyour recruitHave 1VULpolicyissuedScheduleappointmentsCreate 3proposals fora traditionalpolicySet 7 interviewschedules withyou/your leaderand yourprospectiverecruitMeet with5prospectsMeet withyour co-advisors/unitSet 15minutestoday to dofollow-upsCreateyour ownmonitoringsheetMaster1productRevisit yourprospect listand qualifythemSubmit1 VULpolicyGet 7confirmedappointmentsAttend1trainingCreate 3proposals fora variablepolicyListen to 1podcast/videoaboutinsuranceInvite 2prospectsto theBOFHave 1traditionalpolicyissuedList down100prospectsMeetwith yourmanagerSubmit 1traditionalpolicyHave atleast 1PCissued withP5k IPAPE

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