Sent out 5pre-renewalhowdy’s 120days outHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportReceive aPersonal ThankYou Email froma Client orProducerClientRenewsAs-IsRecognizeTeam MemberonmyRecognitionSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningRenewalReach outto Clientby PHONELast-minute“Go-to-Market”requestSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportAssisted aTeammatein needPost toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingRenewalReach outto Clientby PHONECompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleteassignedeLearn priorto due dateComplete 3BAC NewInstallationsFilledWhiteSpaceopeningMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted a2/1 renewal100% PRIORto December15thSwitchMedicalCarrierNew SoldADPTotalSourceReferral5 ClientsRenewAs-IsCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayTransitionfrom FullyInsured toLevelFundedSent out 5pre-renewalhowdy’s 120days outHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportReceive aPersonal ThankYou Email froma Client orProducerClientRenewsAs-IsRecognizeTeam MemberonmyRecognitionSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningRenewalReach outto Clientby PHONELast-minute“Go-to-Market”requestSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportAssisted aTeammatein needPost toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingRenewalReach outto Clientby PHONECompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleteassignedeLearn priorto due dateComplete 3BAC NewInstallationsFilledWhiteSpaceopeningMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted a2/1 renewal100% PRIORto December15thSwitchMedicalCarrierNew SoldADPTotalSourceReferral5 ClientsRenewAs-IsCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayTransitionfrom FullyInsured toLevelFunded

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