eServices Bingo

eServices Bingo Card

This bingo card has a free space and 29 words: One-chat resolution, De-escalate a Chat, Enter a Lead, Handle a Specialized Chat, Recognize a Life-event, Help Establish Moneylink, Take 3 Chats at Once, Send word/ Appreciate a Peer, Drop Bread Crumbs, Email Follow-up, Sign up for OT, Have a Tax Convo, Resolve CVRC Issue, Appreciate a Client, Create and Share a KBA, Reinvest/Change Dividend Elections, Ownership Statement, Ask 2+ Questions in a Chat, Leverage Secure Message, Stand while you Work, Check for Additional Needs, Use Learning Center w/ Client, Add Bene or Trusted contact, CSG/Fee Reversal, Client Uses Your Name, Use the group chats, Enroll in Paperless Delivery, Enable 3rd Party Access and Discuss TWE.

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