Reached out to5 carriers for2026commissionsand updatedtrackerSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONESwitchMedicalCarrierClientRenewsAs-IsTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportReceive aPersonal ThankYou Email froma Client orProducerNewNavigatorBuild-OutComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thCompleteassignedeLearn priorto due dateLast-minute“Go-to-Market”requestRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportPost toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningFilledWhiteSpaceopeningNew SoldADPTotalSourceReferralAssisted aTeammatein needCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallClose 5AMPtasks inone dayRecognizeTeam MemberonmyRecognitionHosted In-PersonOpenEnrollmentMeeting5 ClientsRenewAs-IsCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingMedicalcarrier changerequest w/in 2weeks ofrenewalInclude yourmanager inlive OEMeetingReached out to5 carriers for2026commissionsand updatedtrackerSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONESwitchMedicalCarrierClientRenewsAs-IsTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportReceive aPersonal ThankYou Email froma Client orProducerNewNavigatorBuild-OutComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thCompleteassignedeLearn priorto due dateLast-minute“Go-to-Market”requestRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportPost toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningFilledWhiteSpaceopeningNew SoldADPTotalSourceReferralAssisted aTeammatein needCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallClose 5AMPtasks inone dayRecognizeTeam MemberonmyRecognitionHosted In-PersonOpenEnrollmentMeeting5 ClientsRenewAs-IsCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingMedicalcarrier changerequest w/in 2weeks ofrenewalInclude yourmanager inlive OEMeeting

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