SwitchAncillaryCarrierRenewalReach outto Clientby PHONEFilledWhiteSpaceopeningCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningNew SoldADPTotalSourceReferralHosted In-PersonOpenEnrollmentMeetingInclude yourmanager inlive OEMeetingMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningRecognizeProducer onmyRecognitionSwitchMedicalCarrierClientRenewsAs-IsAssisted aTeammatein needComplete 3BAC NewInstallationsRecognizeTeam MemberonmyRecognitionLast-minute“Go-to-Market”requestNewNavigatorBuild-OutSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONECompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingTransitionfrom FullyInsured toLevelFunded5 ClientsRenewAs-IsClose 5AMPtasks inone dayAttendedKey IssueComplianceCallCompleted a2/1 renewal100% PRIORto December15thSave anAt-RiskClient fromterminationCorrect 10errors onyour DMSSmart ScanReportPost toLinkedInpromotingGBS SLCHub SB TeamReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone daySwitchAncillaryCarrierRenewalReach outto Clientby PHONEFilledWhiteSpaceopeningCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerCompleteassignedeLearn priorto due dateFilledWhiteSpaceopeningNew SoldADPTotalSourceReferralHosted In-PersonOpenEnrollmentMeetingInclude yourmanager inlive OEMeetingMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningRecognizeProducer onmyRecognitionSwitchMedicalCarrierClientRenewsAs-IsAssisted aTeammatein needComplete 3BAC NewInstallationsRecognizeTeam MemberonmyRecognitionLast-minute“Go-to-Market”requestNewNavigatorBuild-OutSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONECompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingTransitionfrom FullyInsured toLevelFunded5 ClientsRenewAs-IsClose 5AMPtasks inone dayAttendedKey IssueComplianceCallCompleted a2/1 renewal100% PRIORto December15thSave anAt-RiskClient fromterminationCorrect 10errors onyour DMSSmart ScanReportPost toLinkedInpromotingGBS SLCHub SB TeamReceive aPersonal ThankYou Email froma Client orProducerClose 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. Switch Ancillary Carrier
  2. Renewal Reach out to Client by PHONE
  3. Filled White Space opening
  4. Completed a 01/01 Renewal 100% Completed PRIOR to Thanksgiving
  5. Reached out to 5 carriers for 2026 commissions and updated tracker
  6. Complete assigned eLearn prior to due date
  7. Filled White Space opening
  8. New Sold ADPTotalSource Referral
  9. Hosted In-Person Open Enrollment Meeting
  10. Include your manager in live OE Meeting
  11. Medical carrier change request w/in 2 weeks of renewal
  12. Filled White Space opening
  13. Recognize Producer on myRecognition
  14. Switch Medical Carrier
  15. Client Renews As-Is
  16. Assisted a Teammate in need
  17. Complete 3 BAC New Installations
  18. Recognize Team Member on myRecognition
  19. Last-minute “Go-to-Market” request
  20. New Navigator Build-Out
  21. Save 10 missing documents that are missing on DMS Smart Scan Report
  22. Sent out 5 pre-renewal howdy’s 120 days out
  23. Renewal Reach out to Client by PHONE
  24. Completed 5 01/01 Renewals 100% Completed PRIOR to Thanksgiving
  25. Transition from Fully Insured to Level Funded
  26. 5 Clients Renew As-Is
  27. Close 5 AMP tasks in one day
  28. Attended Key Issue Compliance Call
  29. Completed a 2/1 renewal 100% PRIOR to December 15th
  30. Save an At-Risk Client from termination
  31. Correct 10 errors on your DMS Smart Scan Report
  32. Post to LinkedIn promoting GBS SLC Hub SB Team
  33. Receive a Personal Thank You Email from a Client or Producer
  34. Close 5 AMP tasks in one day