RenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingClose 5AMPtasks inone dayCompleteassignedeLearn priorto due dateAttendedKey IssueComplianceCall5 ClientsRenewAs-IsRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONEAssisted aTeammatein needHosted In-PersonOpenEnrollmentMeetingSwitchAncillaryCarrierComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningTransitionfrom FullyInsured toLevelFundedCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thPost toLinkedInpromotingGBS SLCHub SB TeamSwitchMedicalCarrierInclude yourmanager inlive OEMeetingNewNavigatorBuild-OutLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerClientRenewsAs-IsSave anAt-RiskClient fromterminationRecognizeTeam MemberonmyRecognitionFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone dayRenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingClose 5AMPtasks inone dayCompleteassignedeLearn priorto due dateAttendedKey IssueComplianceCall5 ClientsRenewAs-IsRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONEAssisted aTeammatein needHosted In-PersonOpenEnrollmentMeetingSwitchAncillaryCarrierComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningTransitionfrom FullyInsured toLevelFundedCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thPost toLinkedInpromotingGBS SLCHub SB TeamSwitchMedicalCarrierInclude yourmanager inlive OEMeetingNewNavigatorBuild-OutLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerClientRenewsAs-IsSave anAt-RiskClient fromterminationRecognizeTeam MemberonmyRecognitionFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone day

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.


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