RecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningRenewalReach outto Clientby PHONEInclude yourmanager inlive OEMeeting5 ClientsRenewAs-IsSave 10missingdocuments thatare missing onDMS SmartScan ReportNewNavigatorBuild-OutClientRenewsAs-IsFilledWhiteSpaceopeningRenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayHosted In-PersonOpenEnrollmentMeetingTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralSwitchAncillaryCarrierCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB TeamAssisted aTeammatein needCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallComplete 3BAC NewInstallationsRecognizeProducer onmyRecognitionCorrect 10errors onyour DMSSmart ScanReportRecognizeTeam MemberonmyRecognitionMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningRenewalReach outto Clientby PHONEInclude yourmanager inlive OEMeeting5 ClientsRenewAs-IsSave 10missingdocuments thatare missing onDMS SmartScan ReportNewNavigatorBuild-OutClientRenewsAs-IsFilledWhiteSpaceopeningRenewalReach outto Clientby PHONESent out 5pre-renewalhowdy’s 120days outCompleteassignedeLearn priorto due dateReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierSave anAt-RiskClient fromterminationClose 5AMPtasks inone dayHosted In-PersonOpenEnrollmentMeetingTransitionfrom FullyInsured toLevelFundedReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralSwitchAncillaryCarrierCompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB TeamAssisted aTeammatein needCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingAttendedKey IssueComplianceCallComplete 3BAC NewInstallationsRecognizeProducer onmyRecognitionCorrect 10errors onyour DMSSmart ScanReport

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