Reached out to5 carriers for2026commissionsand updatedtrackerTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionComplete 3BAC NewInstallationsRecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalCompleteassignedeLearn priorto due dateSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportClientRenewsAs-IsAttendedKey IssueComplianceCallLast-minute“Go-to-Market”requestHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outCompleted a2/1 renewal100% PRIORto December15thFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSwitchMedicalCarrierAssisted aTeammatein needRenewalReach outto Clientby PHONENewNavigatorBuild-Out5 ClientsRenewAs-IsInclude yourmanager inlive OEMeetingNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingClose 5AMPtasks inone dayRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayReached out to5 carriers for2026commissionsand updatedtrackerTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionComplete 3BAC NewInstallationsRecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalCompleteassignedeLearn priorto due dateSwitchAncillaryCarrierCorrect 10errors onyour DMSSmart ScanReportClientRenewsAs-IsAttendedKey IssueComplianceCallLast-minute“Go-to-Market”requestHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outCompleted a2/1 renewal100% PRIORto December15thFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSwitchMedicalCarrierAssisted aTeammatein needRenewalReach outto Clientby PHONENewNavigatorBuild-Out5 ClientsRenewAs-IsInclude yourmanager inlive OEMeetingNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingClose 5AMPtasks inone dayRenewalReach outto Clientby PHONEClose 5AMPtasks inone day

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