Complete 3BAC NewInstallationsHosted In-PersonOpenEnrollmentMeetingReached out to5 carriers for2026commissionsand updatedtrackerRenewalReach outto Clientby PHONEAttendedKey IssueComplianceCallPost toLinkedInpromotingGBS SLCHub SB TeamCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningClientRenewsAs-IsClose 5AMPtasks inone dayNewNavigatorBuild-OutSwitchAncillaryCarrierTransitionfrom FullyInsured toLevelFundedRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationSent out 5pre-renewalhowdy’s 120days outSwitchMedicalCarrierCorrect 10errors onyour DMSSmart ScanReportReceive aPersonal ThankYou Email froma Client orProducerFilledWhiteSpaceopeningInclude yourmanager inlive OEMeeting5 ClientsRenewAs-IsMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayAssisted aTeammatein needRecognizeProducer onmyRecognitionCompleted a2/1 renewal100% PRIORto December15thSave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestCompleteassignedeLearn priorto due dateNew SoldADPTotalSourceReferralFilledWhiteSpaceopeningComplete 3BAC NewInstallationsHosted In-PersonOpenEnrollmentMeetingReached out to5 carriers for2026commissionsand updatedtrackerRenewalReach outto Clientby PHONEAttendedKey IssueComplianceCallPost toLinkedInpromotingGBS SLCHub SB TeamCompleted 501/01 Renewals100%CompletedPRIOR toThanksgivingCompleted a01/01 Renewal100%CompletedPRIOR toThanksgivingFilledWhiteSpaceopeningClientRenewsAs-IsClose 5AMPtasks inone dayNewNavigatorBuild-OutSwitchAncillaryCarrierTransitionfrom FullyInsured toLevelFundedRecognizeTeam MemberonmyRecognitionRenewalReach outto Clientby PHONESave anAt-RiskClient fromterminationSent out 5pre-renewalhowdy’s 120days outSwitchMedicalCarrierCorrect 10errors onyour DMSSmart ScanReportReceive aPersonal ThankYou Email froma Client orProducerFilledWhiteSpaceopeningInclude yourmanager inlive OEMeeting5 ClientsRenewAs-IsMedicalcarrier changerequest w/in 2weeks ofrenewalClose 5AMPtasks inone dayAssisted aTeammatein needRecognizeProducer onmyRecognitionCompleted a2/1 renewal100% PRIORto December15thSave 10missingdocuments thatare missing onDMS SmartScan ReportLast-minute“Go-to-Market”requestCompleteassignedeLearn priorto due dateNew SoldADPTotalSourceReferralFilledWhiteSpaceopening

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