Meetwith yourmanagerCreate 3proposals fora variablepolicyHave 1traditionalpolicyissuedList down100prospectsAttend1trainingRevisit yourprospect listand qualifythemHave 1personlicensed asyour recruitCreate 3proposals fora traditionalpolicySet 15minutestoday to dofollow-upsSubmit 1traditionalpolicyMaster1productMeet with5prospectsHave atleast 1PCissued withP5k IPAPEDo a policyreview withyour clientListen to 1podcast/videoaboutinsuranceGet 7confirmedappointmentsScheduleappointmentsLog-inyourCompassappMeet withyour co-advisors/unitInvite 2prospectsto theBOFSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitCreateyour ownmonitoringsheetSubmit1 VULpolicyHave 1VULpolicyissuedMeetwith yourmanagerCreate 3proposals fora variablepolicyHave 1traditionalpolicyissuedList down100prospectsAttend1trainingRevisit yourprospect listand qualifythemHave 1personlicensed asyour recruitCreate 3proposals fora traditionalpolicySet 15minutestoday to dofollow-upsSubmit 1traditionalpolicyMaster1productMeet with5prospectsHave atleast 1PCissued withP5k IPAPEDo a policyreview withyour clientListen to 1podcast/videoaboutinsuranceGet 7confirmedappointmentsScheduleappointmentsLog-inyourCompassappMeet withyour co-advisors/unitInvite 2prospectsto theBOFSet 7 interviewschedules withyou/your leaderand yourprospectiverecruitCreateyour ownmonitoringsheetSubmit1 VULpolicyHave 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. Meet with your manager
  2. Create 3 proposals for a variable policy
  3. Have 1 traditional policy issued
  4. List down 100 prospects
  5. Attend 1 training
  6. Revisit your prospect list and qualify them
  7. Have 1 person licensed as your recruit
  8. Create 3 proposals for a traditional policy
  9. Set 15 minutes today to do follow-ups
  10. Submit 1 traditional policy
  11. Master 1 product
  12. Meet with 5 prospects
  13. Have at least 1PC issued with P5k IPAPE
  14. Do a policy review with your client
  15. Listen to 1 podcast/video about insurance
  16. Get 7 confirmed appointments
  17. Schedule appointments
  18. Log-in your Compass app
  19. Meet with your co-advisors/unit
  20. Invite 2 prospects to the BOF
  21. Set 7 interview schedules with you/your leader and your prospective recruit
  22. Create your own monitoring sheet
  23. Submit 1 VUL policy
  24. Have 1 VUL policy issued