Post toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerSave anAt-RiskClient fromterminationRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestTransitionfrom FullyInsured toLevelFundedSwitchAncillaryCarrierAssisted aTeammatein needInclude yourmanager inlive OEMeetingAttendedKey IssueComplianceCallSave 10missingdocuments thatare missing onDMS SmartScan ReportCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNew SoldADPTotalSourceReferralSwitchMedicalCarrierCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outHosted In-PersonOpenEnrollmentMeetingNewNavigatorBuild-OutCompleteassignedeLearn priorto due dateClientRenewsAs-IsRecognizeTeam MemberonmyRecognitionReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone day5 ClientsRenewAs-IsComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopeningPost toLinkedInpromotingGBS SLCHub SB TeamFilledWhiteSpaceopeningReached out to5 carriers for2026commissionsand updatedtrackerSave anAt-RiskClient fromterminationRenewalReach outto Clientby PHONEClose 5AMPtasks inone dayCorrect 10errors onyour DMSSmart ScanReportRenewalReach outto Clientby PHONECompleted a2/1 renewal100% PRIORto December15thLast-minute“Go-to-Market”requestTransitionfrom FullyInsured toLevelFundedSwitchAncillaryCarrierAssisted aTeammatein needInclude yourmanager inlive OEMeetingAttendedKey IssueComplianceCallSave 10missingdocuments thatare missing onDMS SmartScan ReportCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingNew SoldADPTotalSourceReferralSwitchMedicalCarrierCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingRecognizeProducer onmyRecognitionFilledWhiteSpaceopeningSent out 5pre-renewalhowdy’s 120days outHosted In-PersonOpenEnrollmentMeetingNewNavigatorBuild-OutCompleteassignedeLearn priorto due dateClientRenewsAs-IsRecognizeTeam MemberonmyRecognitionReceive aPersonal ThankYou Email froma Client orProducerClose 5AMPtasks inone day5 ClientsRenewAs-IsComplete 3BAC NewInstallationsMedicalcarrier changerequest w/in 2weeks ofrenewalFilledWhiteSpaceopening

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