Completed 501/01 Renewals100%CompletedPRIOR toThanksgivingAssisted aTeammatein needComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thAttendedKey IssueComplianceCallCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingNewNavigatorBuild-OutLast-minute“Go-to-Market”requestReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopening5 ClientsRenewAs-IsFilledWhiteSpaceopeningCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONERenewalReach outto Clientby PHONEClientRenewsAs-IsSave anAt-RiskClient fromterminationSwitchAncillaryCarrierHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFundedPost toLinkedInpromotingGBS SLCHub SB TeamSent out 5pre-renewalhowdy’s 120days outInclude yourmanager inlive OEMeetingMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan ReportCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingAssisted aTeammatein needComplete 3BAC NewInstallationsCompleted a2/1 renewal100% PRIORto December15thAttendedKey IssueComplianceCallCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingNewNavigatorBuild-OutLast-minute“Go-to-Market”requestReached out to5 carriers for2026commissionsand updatedtrackerFilledWhiteSpaceopening5 ClientsRenewAs-IsFilledWhiteSpaceopeningCompleteassignedeLearn priorto due dateRenewalReach outto Clientby PHONERenewalReach outto Clientby PHONEClientRenewsAs-IsSave anAt-RiskClient fromterminationSwitchAncillaryCarrierHosted In-PersonOpenEnrollmentMeetingCorrect 10errors onyour DMSSmart ScanReportTransitionfrom FullyInsured toLevelFundedPost toLinkedInpromotingGBS SLCHub SB TeamSent out 5pre-renewalhowdy’s 120days outInclude yourmanager inlive OEMeetingMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayClose 5AMPtasks inone dayNew SoldADPTotalSourceReferralReceive aPersonal ThankYou Email froma Client orProducerSwitchMedicalCarrierFilledWhiteSpaceopeningRecognizeTeam MemberonmyRecognitionRecognizeProducer onmyRecognitionSave 10missingdocuments thatare missing onDMS SmartScan Report

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