Close 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportLast-minute“Go-to-Market”requestRenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerPost toLinkedInpromotingGBS SLCHub SB TeamRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thRecognizeProducer onmyRecognitionAttendedKey IssueComplianceCallCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalHosted In-PersonOpenEnrollmentMeetingNew SoldADPTotalSourceReferralSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningClientRenewsAs-IsSwitchAncillaryCarrierClose 5AMPtasks inone dayFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSent out 5pre-renewalhowdy’s 120days outRecognizeTeam MemberonmyRecognitionSwitchMedicalCarrierCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningSave anAt-RiskClient fromtermination5 ClientsRenewAs-IsComplete 3BAC NewInstallationsTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtrackerInclude yourmanager inlive OEMeetingNewNavigatorBuild-OutClose 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportLast-minute“Go-to-Market”requestRenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerPost toLinkedInpromotingGBS SLCHub SB TeamRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thRecognizeProducer onmyRecognitionAttendedKey IssueComplianceCallCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalHosted In-PersonOpenEnrollmentMeetingNew SoldADPTotalSourceReferralSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningClientRenewsAs-IsSwitchAncillaryCarrierClose 5AMPtasks inone dayFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSent out 5pre-renewalhowdy’s 120days outRecognizeTeam MemberonmyRecognitionSwitchMedicalCarrierCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningSave anAt-RiskClient fromtermination5 ClientsRenewAs-IsComplete 3BAC NewInstallationsTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtrackerInclude yourmanager inlive OEMeetingNewNavigatorBuild-Out

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