5 ClientsRenewAs-IsReached out to5 carriers for2026commissionsand updatedtrackerLast-minute“Go-to-Market”requestClientRenewsAs-IsFilledWhiteSpaceopeningInclude yourmanager inlive OEMeetingClose 5AMPtasks inone dayAssisted aTeammatein needHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONECorrect 10errors onyour DMSSmart ScanReportSwitchMedicalCarrierClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONEComplete 3BAC NewInstallationsReceive aPersonal ThankYou Email froma Client orProducerSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningNewNavigatorBuild-OutCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNew SoldADPTotalSourceReferralCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingTransitionfrom FullyInsured toLevelFundedCompleteassignedeLearn priorto due dateAttendedKey IssueComplianceCallMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningCompleted a2/1 renewal100% PRIORto December15thSwitchAncillaryCarrierRecognizeTeam MemberonmyRecognitionPost toLinkedInpromotingGBS SLCHub SB Team5 ClientsRenewAs-IsReached out to5 carriers for2026commissionsand updatedtrackerLast-minute“Go-to-Market”requestClientRenewsAs-IsFilledWhiteSpaceopeningInclude yourmanager inlive OEMeetingClose 5AMPtasks inone dayAssisted aTeammatein needHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONECorrect 10errors onyour DMSSmart ScanReportSwitchMedicalCarrierClose 5AMPtasks inone dayRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportSent out 5pre-renewalhowdy’s 120days outRenewalReach outto Clientby PHONEComplete 3BAC NewInstallationsReceive aPersonal ThankYou Email froma Client orProducerSave anAt-RiskClient fromterminationFilledWhiteSpaceopeningNewNavigatorBuild-OutCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNew SoldADPTotalSourceReferralCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingTransitionfrom FullyInsured toLevelFundedCompleteassignedeLearn priorto due dateAttendedKey IssueComplianceCallMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningCompleted a2/1 renewal100% PRIORto December15thSwitchAncillaryCarrierRecognizeTeam MemberonmyRecognitionPost toLinkedInpromotingGBS SLCHub SB Team

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