RenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB Team5 ClientsRenewAs-IsSwitchMedicalCarrierAssisted aTeammatein needCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducerCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingInclude yourmanager inlive OEMeetingCompleted a2/1 renewal100% PRIORto December15thAttendedKey IssueComplianceCallCompleteassignedeLearn priorto due dateComplete 3BAC NewInstallationsTransitionfrom FullyInsured toLevelFundedSent out 5pre-renewalhowdy’s 120days outSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportNewNavigatorBuild-OutCorrect 10errors onyour DMSSmart ScanReportClose 5AMPtasks inone dayReached out to5 carriers for2026commissionsand updatedtrackerRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONESwitchAncillaryCarrierNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone dayFilledWhiteSpaceopeningClientRenewsAs-IsRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB Team5 ClientsRenewAs-IsSwitchMedicalCarrierAssisted aTeammatein needCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducerCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingInclude yourmanager inlive OEMeetingCompleted a2/1 renewal100% PRIORto December15thAttendedKey IssueComplianceCallCompleteassignedeLearn priorto due dateComplete 3BAC NewInstallationsTransitionfrom FullyInsured toLevelFundedSent out 5pre-renewalhowdy’s 120days outSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportNewNavigatorBuild-OutCorrect 10errors onyour DMSSmart ScanReportClose 5AMPtasks inone dayReached out to5 carriers for2026commissionsand updatedtrackerRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONESwitchAncillaryCarrierNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone dayFilledWhiteSpaceopeningClientRenewsAs-Is

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