Close 5AMPtasks inone dayNewNavigatorBuild-OutClientRenewsAs-IsAttendedKey IssueComplianceCallReached out to5 carriers for2026commissionsand updatedtrackerHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB TeamClose 5AMPtasks inone dayFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outReceive aPersonal ThankYou Email froma Client orProducerCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningSave 10missingdocuments thatare missing onDMS SmartScan ReportSave anAt-RiskClient fromterminationSwitchMedicalCarrierAssisted aTeammatein needRenewalReach outto Clientby PHONENew SoldADPTotalSourceReferralTransitionfrom FullyInsured toLevelFundedCompleteassignedeLearn priorto due dateRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSwitchAncillaryCarrierComplete 3BAC NewInstallationsInclude yourmanager inlive OEMeeting5 ClientsRenewAs-IsClose 5AMPtasks inone dayNewNavigatorBuild-OutClientRenewsAs-IsAttendedKey IssueComplianceCallReached out to5 carriers for2026commissionsand updatedtrackerHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB TeamClose 5AMPtasks inone dayFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outReceive aPersonal ThankYou Email froma Client orProducerCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningSave 10missingdocuments thatare missing onDMS SmartScan ReportSave anAt-RiskClient fromterminationSwitchMedicalCarrierAssisted aTeammatein needRenewalReach outto Clientby PHONENew SoldADPTotalSourceReferralTransitionfrom FullyInsured toLevelFundedCompleteassignedeLearn priorto due dateRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONERecognizeTeam MemberonmyRecognitionCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSwitchAncillaryCarrierComplete 3BAC NewInstallationsInclude yourmanager inlive OEMeeting5 ClientsRenewAs-Is

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