Reached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportSent out 5pre-renewalhowdy’s 120days outSwitchAncillaryCarrierAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingLast-minute“Go-to-Market”requestTransitionfrom FullyInsured toLevelFundedCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleteassignedeLearn priorto due dateSave 10missingdocuments thatare missing onDMS SmartScan ReportPost toLinkedInpromotingGBS SLCHub SB TeamHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone dayCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thAssisted aTeammatein needSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionRecognizeTeam MemberonmyRecognition5 ClientsRenewAs-IsRenewalReach outto Clientby PHONEFilledWhiteSpaceopeningFilledWhiteSpaceopeningComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEClientRenewsAs-IsFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportSent out 5pre-renewalhowdy’s 120days outSwitchAncillaryCarrierAttendedKey IssueComplianceCallNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierNewNavigatorBuild-OutInclude yourmanager inlive OEMeetingLast-minute“Go-to-Market”requestTransitionfrom FullyInsured toLevelFundedCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleteassignedeLearn priorto due dateSave 10missingdocuments thatare missing onDMS SmartScan ReportPost toLinkedInpromotingGBS SLCHub SB TeamHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone dayCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a2/1 renewal100% PRIORto December15thAssisted aTeammatein needSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionRecognizeTeam MemberonmyRecognition5 ClientsRenewAs-IsRenewalReach outto Clientby PHONEFilledWhiteSpaceopeningFilledWhiteSpaceopeningComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEClientRenewsAs-IsFilledWhiteSpaceopening

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