Transitionfrom FullyInsured toLevelFundedClientRenewsAs-IsFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingComplete 3BAC NewInstallationsSwitchAncillaryCarrierSave 10missingdocuments thatare missing onDMS SmartScan ReportNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamCompleteassignedeLearn priorto due dateSwitchMedicalCarrierFilledWhiteSpaceopeningRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayAttendedKey IssueComplianceCallReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone dayReached out to5 carriers for2026commissionsand updatedtrackerCompleted a2/1 renewal100% PRIORto December15thNewNavigatorBuild-OutHosted In-PersonOpenEnrollmentMeetingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopening5 ClientsRenewAs-IsInclude yourmanager inlive OEMeetingRenewalReach outto Clientby PHONERecognizeProducer onmyRecognitionAssisted aTeammatein needRecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalSave anAt-RiskClient fromterminationLast-minute“Go-to-Market”requestTransitionfrom FullyInsured toLevelFundedClientRenewsAs-IsFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingComplete 3BAC NewInstallationsSwitchAncillaryCarrierSave 10missingdocuments thatare missing onDMS SmartScan ReportNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamCompleteassignedeLearn priorto due dateSwitchMedicalCarrierFilledWhiteSpaceopeningRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayAttendedKey IssueComplianceCallReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone dayReached out to5 carriers for2026commissionsand updatedtrackerCompleted a2/1 renewal100% PRIORto December15thNewNavigatorBuild-OutHosted In-PersonOpenEnrollmentMeetingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopening5 ClientsRenewAs-IsInclude yourmanager inlive OEMeetingRenewalReach outto Clientby PHONERecognizeProducer onmyRecognitionAssisted aTeammatein needRecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalSave anAt-RiskClient fromterminationLast-minute“Go-to-Market”request

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