RecognizeProducer onmyRecognitionClientRenewsAs-IsHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONENewNavigatorBuild-OutNew SoldADPTotalSourceReferralSwitchAncillaryCarrierClose 5AMPtasks inone dayCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCorrect 10errors onyour DMSSmart ScanReportClose 5AMPtasks inone day5 ClientsRenewAs-IsFilledWhiteSpaceopeningRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerReceive aPersonal ThankYou Email froma Client orProducerSent out 5pre-renewalhowdy’s 120days outSwitchMedicalCarrierFilledWhiteSpaceopeningAssisted aTeammatein needCompleteassignedeLearn priorto due dateTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningInclude yourmanager inlive OEMeetingAttendedKey IssueComplianceCallComplete 3BAC NewInstallationsPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a2/1 renewal100% PRIORto December15thMedicalcarrier changerequest w/in 2weeks ofrenewalLast-minute“Go-to-Market”requestRecognizeProducer onmyRecognitionClientRenewsAs-IsHosted In-PersonOpenEnrollmentMeetingSave 10missingdocuments thatare missing onDMS SmartScan ReportRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONENewNavigatorBuild-OutNew SoldADPTotalSourceReferralSwitchAncillaryCarrierClose 5AMPtasks inone dayCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingCorrect 10errors onyour DMSSmart ScanReportClose 5AMPtasks inone day5 ClientsRenewAs-IsFilledWhiteSpaceopeningRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerReceive aPersonal ThankYou Email froma Client orProducerSent out 5pre-renewalhowdy’s 120days outSwitchMedicalCarrierFilledWhiteSpaceopeningAssisted aTeammatein needCompleteassignedeLearn priorto due dateTransitionfrom FullyInsured toLevelFundedFilledWhiteSpaceopeningInclude yourmanager inlive OEMeetingAttendedKey IssueComplianceCallComplete 3BAC NewInstallationsPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a2/1 renewal100% PRIORto December15thMedicalcarrier changerequest w/in 2weeks ofrenewalLast-minute“Go-to-Market”request

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