Sendword/Appreciatea PeerAdd Beneor TrustedcontactAsk 2+Questionsin a ChatHandle aSpecializedChatSign upfor OTDe-escalatea ChatHave aTaxConvoOne-chatresolutionEnroll inPaperlessDeliveryDropBreadCrumbsClientUses YourNameUseLearningCenter w/ClientHelpEstablishMoneylinkCSG/FeeReversalDiscussTWEEnable3rd PartyAccessRecognizea Life-eventLeverageSecureMessageTake 3Chats atOnceCheck forAdditionalNeedsUse thegroupchatsStandwhile youWorkAppreciatea ClientEmailFollow-upCreateand Sharea KBAOwnershipStatementReinvest/ChangeDividendElectionsEntera LeadResolveCVRCIssueSendword/Appreciatea PeerAdd Beneor TrustedcontactAsk 2+Questionsin a ChatHandle aSpecializedChatSign upfor OTDe-escalatea ChatHave aTaxConvoOne-chatresolutionEnroll inPaperlessDeliveryDropBreadCrumbsClientUses YourNameUseLearningCenter w/ClientHelpEstablishMoneylinkCSG/FeeReversalDiscussTWEEnable3rd PartyAccessRecognizea Life-eventLeverageSecureMessageTake 3Chats atOnceCheck forAdditionalNeedsUse thegroupchatsStandwhile youWorkAppreciatea ClientEmailFollow-upCreateand Sharea KBAOwnershipStatementReinvest/ChangeDividendElectionsEntera LeadResolveCVRCIssue

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