FilledWhiteSpaceopeningRecognizeProducer onmyRecognitionCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thSent out 5pre-renewalhowdy’s 120days outNewNavigatorBuild-OutRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayRecognizeTeam MemberonmyRecognitionAssisted aTeammatein needCompleteassignedeLearn priorto due dateSave anAt-RiskClient fromterminationSwitchAncillaryCarrierClientRenewsAs-IsClose 5AMPtasks inone daySwitchMedicalCarrier5 ClientsRenewAs-IsReached out to5 carriers for2026commissionsand updatedtrackerRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalTransitionfrom FullyInsured toLevelFundedInclude yourmanager inlive OEMeetingHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningFilledWhiteSpaceopeningComplete 3BAC NewInstallationsSave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestPost toLinkedInpromotingGBS SLCHub SB TeamCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducerFilledWhiteSpaceopeningRecognizeProducer onmyRecognitionCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thSent out 5pre-renewalhowdy’s 120days outNewNavigatorBuild-OutRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayRecognizeTeam MemberonmyRecognitionAssisted aTeammatein needCompleteassignedeLearn priorto due dateSave anAt-RiskClient fromterminationSwitchAncillaryCarrierClientRenewsAs-IsClose 5AMPtasks inone daySwitchMedicalCarrier5 ClientsRenewAs-IsReached out to5 carriers for2026commissionsand updatedtrackerRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalTransitionfrom FullyInsured toLevelFundedInclude yourmanager inlive OEMeetingHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningFilledWhiteSpaceopeningComplete 3BAC NewInstallationsSave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestPost toLinkedInpromotingGBS SLCHub SB TeamCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducer

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