RecognizeTeam MemberonmyRecognitionSent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateSave 10missingdocuments thatare missing onDMS SmartScan ReportInclude yourmanager inlive OEMeetingHosted In-PersonOpenEnrollmentMeetingAttendedKey IssueComplianceCallClientRenewsAs-IsFilledWhiteSpaceopeningTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtracker5 ClientsRenewAs-IsComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayClose 5AMPtasks inone daySwitchMedicalCarrierNew SoldADPTotalSourceReferralSwitchAncillaryCarrierRenewalReach outto Clientby PHONELast-minute“Go-to-Market”requestAssisted aTeammatein needReceive aPersonal ThankYou Email froma Client orProducerCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNewNavigatorBuild-OutFilledWhiteSpaceopeningCompleted a2/1 renewal100% PRIORto December15thCorrect 10errors onyour DMSSmart ScanReportRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionSent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateSave 10missingdocuments thatare missing onDMS SmartScan ReportInclude yourmanager inlive OEMeetingHosted In-PersonOpenEnrollmentMeetingAttendedKey IssueComplianceCallClientRenewsAs-IsFilledWhiteSpaceopeningTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtracker5 ClientsRenewAs-IsComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayClose 5AMPtasks inone daySwitchMedicalCarrierNew SoldADPTotalSourceReferralSwitchAncillaryCarrierRenewalReach outto Clientby PHONELast-minute“Go-to-Market”requestAssisted aTeammatein needReceive aPersonal ThankYou Email froma Client orProducerCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNewNavigatorBuild-OutFilledWhiteSpaceopeningCompleted a2/1 renewal100% PRIORto December15thCorrect 10errors onyour DMSSmart ScanReportRecognizeProducer onmyRecognitionFilledWhiteSpaceopening

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