Last-minute“Go-to-Market”requestClose 5AMPtasks inone daySwitchAncillaryCarrierComplete 3BAC NewInstallationsCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONE5 ClientsRenewAs-IsNew SoldADPTotalSourceReferralSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outReceive aPersonal ThankYou Email froma Client orProducerNewNavigatorBuild-OutPost toLinkedInpromotingGBS SLCHub SB TeamReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningClose 5AMPtasks inone dayInclude yourmanager inlive OEMeetingCompleted a2/1 renewal100% PRIORto December15thSwitchMedicalCarrierCorrect 10errors onyour DMSSmart ScanReportAssisted aTeammatein needClientRenewsAs-IsSave anAt-RiskClient fromterminationMedicalcarrier changerequest w/in 2weeks ofrenewalLast-minute“Go-to-Market”requestClose 5AMPtasks inone daySwitchAncillaryCarrierComplete 3BAC NewInstallationsCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONE5 ClientsRenewAs-IsNew SoldADPTotalSourceReferralSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outReceive aPersonal ThankYou Email froma Client orProducerNewNavigatorBuild-OutPost toLinkedInpromotingGBS SLCHub SB TeamReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningClose 5AMPtasks inone dayInclude yourmanager inlive OEMeetingCompleted a2/1 renewal100% PRIORto December15thSwitchMedicalCarrierCorrect 10errors onyour DMSSmart ScanReportAssisted aTeammatein needClientRenewsAs-IsSave anAt-RiskClient fromterminationMedicalcarrier changerequest w/in 2weeks ofrenewal

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