SwitchAncillaryCarrierCompleteassignedeLearn priorto due dateRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalAttendedKey IssueComplianceCallFilledWhiteSpaceopeningSave anAt-RiskClient fromterminationCompleted a2/1 renewal100% PRIORto December15thAssisted aTeammatein need5 ClientsRenewAs-IsRenewalReach outto Clientby PHONEPost toLinkedInpromotingGBS SLCHub SB TeamInclude yourmanager inlive OEMeetingClientRenewsAs-IsSent out 5pre-renewalhowdy’s 120days outReached out to5 carriers for2026commissionsand updatedtrackerSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionNewNavigatorBuild-OutReceive aPersonal ThankYou Email froma Client orProducerTransitionfrom FullyInsured toLevelFundedComplete 3BAC NewInstallationsNew SoldADPTotalSourceReferralClose 5AMPtasks inone dayHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone daySave 10missingdocuments thatare missing onDMS SmartScan ReportCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingLast-minute“Go-to-Market”requestFilledWhiteSpaceopeningSwitchAncillaryCarrierCompleteassignedeLearn priorto due dateRecognizeProducer onmyRecognitionRenewalReach outto Clientby PHONEMedicalcarrier changerequest w/in 2weeks ofrenewalAttendedKey IssueComplianceCallFilledWhiteSpaceopeningSave anAt-RiskClient fromterminationCompleted a2/1 renewal100% PRIORto December15thAssisted aTeammatein need5 ClientsRenewAs-IsRenewalReach outto Clientby PHONEPost toLinkedInpromotingGBS SLCHub SB TeamInclude yourmanager inlive OEMeetingClientRenewsAs-IsSent out 5pre-renewalhowdy’s 120days outReached out to5 carriers for2026commissionsand updatedtrackerSwitchMedicalCarrierRecognizeTeam MemberonmyRecognitionNewNavigatorBuild-OutReceive aPersonal ThankYou Email froma Client orProducerTransitionfrom FullyInsured toLevelFundedComplete 3BAC NewInstallationsNew SoldADPTotalSourceReferralClose 5AMPtasks inone dayHosted In-PersonOpenEnrollmentMeetingClose 5AMPtasks inone daySave 10missingdocuments thatare missing onDMS SmartScan ReportCorrect 10errors onyour DMSSmart ScanReportCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingLast-minute“Go-to-Market”requestFilledWhiteSpaceopening

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