RenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerHosted In-PersonOpenEnrollmentMeetingComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thClientRenewsAs-IsAttendedKey IssueComplianceCallSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportFilledWhiteSpaceopeningNewNavigatorBuild-OutCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerPost toLinkedInpromotingGBS SLCHub SB TeamNew SoldADPTotalSourceReferralSwitchMedicalCarrierRenewalReach outto Clientby PHONEInclude yourmanager inlive OEMeetingRecognizeTeam MemberonmyRecognitionFilledWhiteSpaceopeningSave 10missingdocuments thatare missing onDMS SmartScan ReportTransitionfrom FullyInsured toLevelFundedAssisted aTeammatein needLast-minute“Go-to-Market”requestMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayClose 5AMPtasks inone day5 ClientsRenewAs-IsCompleteassignedeLearn priorto due dateSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionSwitchAncillaryCarrierRenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerHosted In-PersonOpenEnrollmentMeetingComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thClientRenewsAs-IsAttendedKey IssueComplianceCallSent out 5pre-renewalhowdy’s 120days outFilledWhiteSpaceopeningCorrect 10errors onyour DMSSmart ScanReportFilledWhiteSpaceopeningNewNavigatorBuild-OutCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerPost toLinkedInpromotingGBS SLCHub SB TeamNew SoldADPTotalSourceReferralSwitchMedicalCarrierRenewalReach outto Clientby PHONEInclude yourmanager inlive OEMeetingRecognizeTeam MemberonmyRecognitionFilledWhiteSpaceopeningSave 10missingdocuments thatare missing onDMS SmartScan ReportTransitionfrom FullyInsured toLevelFundedAssisted aTeammatein needLast-minute“Go-to-Market”requestMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayClose 5AMPtasks inone day5 ClientsRenewAs-IsCompleteassignedeLearn priorto due dateSave anAt-RiskClient fromterminationRecognizeProducer onmyRecognitionSwitchAncillaryCarrier

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.


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