New SoldADPTotalSourceReferralComplete 3BAC NewInstallationsLast-minute“Go-to-Market”requestRecognizeProducer onmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalInclude yourmanager inlive OEMeetingFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingSwitchAncillaryCarrierSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayPost toLinkedInpromotingGBS SLCHub SB Team5 ClientsRenewAs-IsAttendedKey IssueComplianceCallCompleted a2/1 renewal100% PRIORto December15thRenewalReach outto Clientby PHONENewNavigatorBuild-OutAssisted aTeammatein needCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducerTransitionfrom FullyInsured toLevelFundedCorrect 10errors onyour DMSSmart ScanReportCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopeningClose 5AMPtasks inone daySwitchMedicalCarrierSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningClientRenewsAs-IsCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerNew SoldADPTotalSourceReferralComplete 3BAC NewInstallationsLast-minute“Go-to-Market”requestRecognizeProducer onmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalInclude yourmanager inlive OEMeetingFilledWhiteSpaceopeningHosted In-PersonOpenEnrollmentMeetingSwitchAncillaryCarrierSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayPost toLinkedInpromotingGBS SLCHub SB Team5 ClientsRenewAs-IsAttendedKey IssueComplianceCallCompleted a2/1 renewal100% PRIORto December15thRenewalReach outto Clientby PHONENewNavigatorBuild-OutAssisted aTeammatein needCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReceive aPersonal ThankYou Email froma Client orProducerTransitionfrom FullyInsured toLevelFundedCorrect 10errors onyour DMSSmart ScanReportCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopeningClose 5AMPtasks inone daySwitchMedicalCarrierSave 10missingdocuments thatare missing onDMS SmartScan ReportFilledWhiteSpaceopeningClientRenewsAs-IsCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtracker

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