Reinvest/ChangeDividendElectionsEmailFollow-upOne-chatresolutionHelpEstablishMoneylinkSendword/Appreciatea PeerCSG/FeeReversalCheck forAdditionalNeedsResolveCVRCIssueDe-escalatea ChatAppreciatea ClientUseLearningCenter w/ClientUse thegroupchatsSign upfor OTDiscussTWEClientUses YourNameAsk 2+Questionsin a ChatRecognizea Life-eventEnroll inPaperlessDeliveryStandwhile youWorkDropBreadCrumbsLeverageSecureMessageOwnershipStatementEntera LeadAdd Beneor TrustedcontactHave aTaxConvoEnable3rd PartyAccessHandle aSpecializedChatCreateand Sharea KBATake 3Chats atOnceReinvest/ChangeDividendElectionsEmailFollow-upOne-chatresolutionHelpEstablishMoneylinkSendword/Appreciatea PeerCSG/FeeReversalCheck forAdditionalNeedsResolveCVRCIssueDe-escalatea ChatAppreciatea ClientUseLearningCenter w/ClientUse thegroupchatsSign upfor OTDiscussTWEClientUses YourNameAsk 2+Questionsin a ChatRecognizea Life-eventEnroll inPaperlessDeliveryStandwhile youWorkDropBreadCrumbsLeverageSecureMessageOwnershipStatementEntera LeadAdd Beneor TrustedcontactHave aTaxConvoEnable3rd PartyAccessHandle aSpecializedChatCreateand Sharea KBATake 3Chats atOnce

eServices 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. Reinvest/Change Dividend Elections
  2. Email Follow-up
  3. One-chat resolution
  4. Help Establish Moneylink
  5. Send word/ Appreciate a Peer
  6. CSG/Fee Reversal
  7. Check for Additional Needs
  8. Resolve CVRC Issue
  9. De-escalate a Chat
  10. Appreciate a Client
  11. Use Learning Center w/ Client
  12. Use the group chats
  13. Sign up for OT
  14. Discuss TWE
  15. Client Uses Your Name
  16. Ask 2+ Questions in a Chat
  17. Recognize a Life-event
  18. Enroll in Paperless Delivery
  19. Stand while you Work
  20. Drop Bread Crumbs
  21. Leverage Secure Message
  22. Ownership Statement
  23. Enter a Lead
  24. Add Bene or Trusted contact
  25. Have a Tax Convo
  26. Enable 3rd Party Access
  27. Handle a Specialized Chat
  28. Create and Share a KBA
  29. Take 3 Chats at Once