ClientRenewsAs-IsClose 5AMPtasks inone dayInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a2/1 renewal100% PRIORto December15th5 ClientsRenewAs-IsCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningComplete 3BAC NewInstallationsSave anAt-RiskClient fromterminationAttendedKey IssueComplianceCallRenewalReach outto Clientby PHONESwitchMedicalCarrierAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerSent out 5pre-renewalhowdy’s 120days outTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionClose 5AMPtasks inone daySave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestNew SoldADPTotalSourceReferralNewNavigatorBuild-OutCorrect 10errors onyour DMSSmart ScanReportHosted In-PersonOpenEnrollmentMeetingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopeningSwitchAncillaryCarrierFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionCompleteassignedeLearn priorto due dateClientRenewsAs-IsClose 5AMPtasks inone dayInclude yourmanager inlive OEMeetingPost toLinkedInpromotingGBS SLCHub SB TeamCompleted a2/1 renewal100% PRIORto December15th5 ClientsRenewAs-IsCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningComplete 3BAC NewInstallationsSave anAt-RiskClient fromterminationAttendedKey IssueComplianceCallRenewalReach outto Clientby PHONESwitchMedicalCarrierAssisted aTeammatein needMedicalcarrier changerequest w/in 2weeks ofrenewalRenewalReach outto Clientby PHONEReceive aPersonal ThankYou Email froma Client orProducerSent out 5pre-renewalhowdy’s 120days outTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionClose 5AMPtasks inone daySave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestNew SoldADPTotalSourceReferralNewNavigatorBuild-OutCorrect 10errors onyour DMSSmart ScanReportHosted In-PersonOpenEnrollmentMeetingCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopeningSwitchAncillaryCarrierFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionCompleteassignedeLearn priorto due date

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