Completed 501/01 Renewals100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningClientRenewsAs-IsReceive aPersonal ThankYou Email froma Client orProducerRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestClose 5AMPtasks inone dayAssisted aTeammatein needReached out to5 carriers for2026commissionsand updatedtrackerInclude yourmanager inlive OEMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone dayNewNavigatorBuild-OutPost toLinkedInpromotingGBS SLCHub SB TeamAttendedKey IssueComplianceCallRenewalReach outto Clientby PHONEComplete 3BAC NewInstallationsNew SoldADPTotalSourceReferralMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningCompleteassignedeLearn priorto due dateSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionSave anAt-RiskClient fromterminationSent out 5pre-renewalhowdy’s 120days outCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFunded5 ClientsRenewAs-IsSwitchAncillaryCarrierHosted In-PersonOpenEnrollmentMeetingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningClientRenewsAs-IsReceive aPersonal ThankYou Email froma Client orProducerRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestClose 5AMPtasks inone dayAssisted aTeammatein needReached out to5 carriers for2026commissionsand updatedtrackerInclude yourmanager inlive OEMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone dayNewNavigatorBuild-OutPost toLinkedInpromotingGBS SLCHub SB TeamAttendedKey IssueComplianceCallRenewalReach outto Clientby PHONEComplete 3BAC NewInstallationsNew SoldADPTotalSourceReferralMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningCompleteassignedeLearn priorto due dateSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionSave anAt-RiskClient fromterminationSent out 5pre-renewalhowdy’s 120days outCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFunded5 ClientsRenewAs-IsSwitchAncillaryCarrierHosted In-PersonOpenEnrollmentMeeting

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