Completed a01/01 Renewal100%CompletedPRIOR toThanksgivingSwitchAncillaryCarrierComplete 3BAC NewInstallationsSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionReached out to5 carriers for2026commissionsand updatedtracker5 ClientsRenewAs-IsPost toLinkedInpromotingGBS SLCHub SB TeamTransitionfrom FullyInsured toLevelFundedRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone dayFilledWhiteSpaceopeningClose 5AMPtasks inone dayNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingReceive aPersonal ThankYou Email froma Client orProducerRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONEHosted In-PersonOpenEnrollmentMeetingClientRenewsAs-IsAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralCompleteassignedeLearn priorto due dateCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAssisted aTeammatein needSave anAt-RiskClient fromterminationCorrect 10errors onyour DMSSmart ScanReportCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingSwitchAncillaryCarrierComplete 3BAC NewInstallationsSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionReached out to5 carriers for2026commissionsand updatedtracker5 ClientsRenewAs-IsPost toLinkedInpromotingGBS SLCHub SB TeamTransitionfrom FullyInsured toLevelFundedRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalSave 10missingdocuments thatare missing onDMS SmartScan ReportClose 5AMPtasks inone dayFilledWhiteSpaceopeningClose 5AMPtasks inone dayNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingReceive aPersonal ThankYou Email froma Client orProducerRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONEHosted In-PersonOpenEnrollmentMeetingClientRenewsAs-IsAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralCompleteassignedeLearn priorto due dateCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAssisted aTeammatein needSave anAt-RiskClient fromterminationCorrect 10errors onyour DMSSmart ScanReportCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopening

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