Sent out 5pre-renewalhowdy’s 120days outCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerCompleted a2/1 renewal100% PRIORto December15thSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionCompleteassignedeLearn priorto due dateCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFundedSwitchAncillaryCarrierAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalSwitchMedicalCarrierRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayReceive aPersonal ThankYou Email froma Client orProducerNew SoldADPTotalSourceReferralClose 5AMPtasks inone dayFilledWhiteSpaceopeningClientRenewsAs-IsInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamNewNavigatorBuild-OutComplete 3BAC NewInstallationsFilledWhiteSpaceopeningFilledWhiteSpaceopeningAttendedKey IssueComplianceCallHosted In-PersonOpenEnrollmentMeeting5 ClientsRenewAs-IsSave 10missingdocuments thatare missing onDMS SmartScan ReportRenewalReach outto Clientby PHONECompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingRecognizeTeam MemberonmyRecognitionLast-minute“Go-to-Market”requestSent out 5pre-renewalhowdy’s 120days outCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerCompleted a2/1 renewal100% PRIORto December15thSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionCompleteassignedeLearn priorto due dateCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFundedSwitchAncillaryCarrierAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalSwitchMedicalCarrierRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayReceive aPersonal ThankYou Email froma Client orProducerNew SoldADPTotalSourceReferralClose 5AMPtasks inone dayFilledWhiteSpaceopeningClientRenewsAs-IsInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamNewNavigatorBuild-OutComplete 3BAC NewInstallationsFilledWhiteSpaceopeningFilledWhiteSpaceopeningAttendedKey IssueComplianceCallHosted In-PersonOpenEnrollmentMeeting5 ClientsRenewAs-IsSave 10missingdocuments thatare missing onDMS SmartScan ReportRenewalReach outto Clientby PHONECompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingRecognizeTeam MemberonmyRecognitionLast-minute“Go-to-Market”request

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