Save 10missingdocuments thatare missing onDMS SmartScan ReportNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outAttendedKey IssueComplianceCallClose 5AMPtasks inone dayTransitionfrom FullyInsured toLevelFundedCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCorrect 10errors onyour DMSSmart ScanReportCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerNewNavigatorBuild-OutLast-minute“Go-to-Market”requestAssisted aTeammatein needCompleted a2/1 renewal100% PRIORto December15thInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionClientRenewsAs-IsRecognizeProducer onmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone dayCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningSwitchMedicalCarrierComplete 3BAC NewInstallationsHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONESwitchAncillaryCarrier5 ClientsRenewAs-IsRenewalReach outto Clientby PHONESave 10missingdocuments thatare missing onDMS SmartScan ReportNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outAttendedKey IssueComplianceCallClose 5AMPtasks inone dayTransitionfrom FullyInsured toLevelFundedCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCorrect 10errors onyour DMSSmart ScanReportCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerNewNavigatorBuild-OutLast-minute“Go-to-Market”requestAssisted aTeammatein needCompleted a2/1 renewal100% PRIORto December15thInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionClientRenewsAs-IsRecognizeProducer onmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone dayCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningSwitchMedicalCarrierComplete 3BAC NewInstallationsHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONESwitchAncillaryCarrier5 ClientsRenewAs-IsRenewalReach outto Clientby PHONE

Q4 2025 Small Business 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
  1. Save 10 missing documents that are missing on DMS Smart Scan Report
  2. New Sold ADPTotalSource Referral
  3. Filled White Space opening
  4. Sent out 5 pre-renewal howdy’s 120 days out
  5. Attended Key Issue Compliance Call
  6. Close 5 AMP tasks in one day
  7. Transition from Fully Insured to Level Funded
  8. Completed a 01/01 Renewal 100% Completed PRIOR to Thanksgiving
  9. Correct 10 errors on your DMS Smart Scan Report
  10. Completed 5 01/01 Renewals 100% Completed PRIOR to Thanksgiving
  11. Reached out to 5 carriers for 2026 commissions and updated tracker
  12. New Navigator Build-Out
  13. Last-minute “Go-to-Market” request
  14. Assisted a Teammate in need
  15. Completed a 2/1 renewal 100% PRIOR to December 15th
  16. Include your manager in live OE Meeting
  17. Post to LinkedIn promoting GBS SLC Hub SB Team
  18. Save an At-Risk Client from termination
  19. Filled White Space opening
  20. Recognize Team Member on myRecognition
  21. Client Renews As-Is
  22. Recognize Producer on myRecognition
  23. Medical carrier change request w/in 2 weeks of renewal
  24. Receive a Personal Thank You Email from a Client or Producer
  25. Close 5 AMP tasks in one day
  26. Complete assigned eLearn prior to due date
  27. Filled White Space opening
  28. Switch Medical Carrier
  29. Complete 3 BAC New Installations
  30. Hosted In-Person Open Enrollment Meeting
  31. Renewal Reach out to Client by PHONE
  32. Switch Ancillary Carrier
  33. 5 Clients Renew As-Is
  34. Renewal Reach out to Client by PHONE