Take 3Chats atOnceSign upfor OTResolveCVRCIssueHandle aSpecializedChatAdd Beneor TrustedcontactUseLearningCenter w/ClientEnable3rd PartyAccessHelpEstablishMoneylinkCheck forAdditionalNeedsRecognizea Life-eventDe-escalatea ChatEmailFollow-upAppreciatea ClientCreateand Sharea KBAEnroll inPaperlessDeliveryHave aTaxConvoSendword/Appreciatea PeerLeverageSecureMessageUse thegroupchatsEntera LeadOne-chatresolutionAsk 2+Questionsin a ChatCSG/FeeReversalOwnershipStatementStandwhile youWorkClientUses YourNameReinvest/ChangeDividendElectionsDropBreadCrumbsDiscussTWETake 3Chats atOnceSign upfor OTResolveCVRCIssueHandle aSpecializedChatAdd Beneor TrustedcontactUseLearningCenter w/ClientEnable3rd PartyAccessHelpEstablishMoneylinkCheck forAdditionalNeedsRecognizea Life-eventDe-escalatea ChatEmailFollow-upAppreciatea ClientCreateand Sharea KBAEnroll inPaperlessDeliveryHave aTaxConvoSendword/Appreciatea PeerLeverageSecureMessageUse thegroupchatsEntera LeadOne-chatresolutionAsk 2+Questionsin a ChatCSG/FeeReversalOwnershipStatementStandwhile youWorkClientUses YourNameReinvest/ChangeDividendElectionsDropBreadCrumbsDiscussTWE

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