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