FilledWhiteSpaceopeningSwitchMedicalCarrierLast-minute“Go-to-Market”requestSave anAt-RiskClient fromterminationAssisted aTeammatein needSent out 5pre-renewalhowdy’s 120days outInclude yourmanager inlive OEMeetingRecognizeTeam MemberonmyRecognitionNewNavigatorBuild-OutFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerAttendedKey IssueComplianceCallFilledWhiteSpaceopeningSwitchAncillaryCarrierClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSave 10missingdocuments thatare missing onDMS SmartScan ReportCompleted a2/1 renewal100% PRIORto December15thComplete 3BAC NewInstallationsReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayClientRenewsAs-IsHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONECompleteassignedeLearn priorto due date5 ClientsRenewAs-IsTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionCorrect 10errors onyour DMSSmart ScanReportRenewalReach outto Clientby PHONECompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningSwitchMedicalCarrierLast-minute“Go-to-Market”requestSave anAt-RiskClient fromterminationAssisted aTeammatein needSent out 5pre-renewalhowdy’s 120days outInclude yourmanager inlive OEMeetingRecognizeTeam MemberonmyRecognitionNewNavigatorBuild-OutFilledWhiteSpaceopeningReceive aPersonal ThankYou Email froma Client orProducerAttendedKey IssueComplianceCallFilledWhiteSpaceopeningSwitchAncillaryCarrierClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralPost toLinkedInpromotingGBS SLCHub SB TeamMedicalcarrier changerequest w/in 2weeks ofrenewalCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingSave 10missingdocuments thatare missing onDMS SmartScan ReportCompleted a2/1 renewal100% PRIORto December15thComplete 3BAC NewInstallationsReached out to5 carriers for2026commissionsand updatedtrackerClose 5AMPtasks inone dayClientRenewsAs-IsHosted In-PersonOpenEnrollmentMeetingRenewalReach outto Clientby PHONECompleteassignedeLearn priorto due date5 ClientsRenewAs-IsTransitionfrom FullyInsured toLevelFundedRecognizeProducer onmyRecognitionCorrect 10errors onyour DMSSmart ScanReportRenewalReach outto Clientby PHONECompleted a01/01 Renewal100%CompletedPRIOR toThanksgiving

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