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