Post toLinkedInpromotingGBS SLCHub SB TeamClientRenewsAs-IsAttendedKey IssueComplianceCallSave anAt-RiskClient fromterminationFilledWhiteSpaceopening5 ClientsRenewAs-IsTransitionfrom FullyInsured toLevelFundedSwitchMedicalCarrierInclude yourmanager inlive OEMeetingNewNavigatorBuild-OutRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thCorrect 10errors onyour DMSSmart ScanReportSave 10missingdocuments thatare missing onDMS SmartScan ReportHosted In-PersonOpenEnrollmentMeetingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionSwitchAncillaryCarrierLast-minute“Go-to-Market”requestAssisted aTeammatein needSent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingComplete 3BAC NewInstallationsPost toLinkedInpromotingGBS SLCHub SB TeamClientRenewsAs-IsAttendedKey IssueComplianceCallSave anAt-RiskClient fromterminationFilledWhiteSpaceopening5 ClientsRenewAs-IsTransitionfrom FullyInsured toLevelFundedSwitchMedicalCarrierInclude yourmanager inlive OEMeetingNewNavigatorBuild-OutRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thCorrect 10errors onyour DMSSmart ScanReportSave 10missingdocuments thatare missing onDMS SmartScan ReportHosted In-PersonOpenEnrollmentMeetingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionSwitchAncillaryCarrierLast-minute“Go-to-Market”requestAssisted aTeammatein needSent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingComplete 3BAC NewInstallations

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