CSG/FeeReversalAppreciatea ClientResolveCVRCIssueOne-chatresolutionHelpEstablishMoneylinkLeverageSecureMessageStandwhile youWorkDropBreadCrumbsDiscussTWEEntera LeadDe-escalatea ChatEnroll inPaperlessDeliveryTake 3Chats atOnceEnable3rd PartyAccessSendword/Appreciatea PeerEmailFollow-upAsk 2+Questionsin a ChatCheck forAdditionalNeedsCreateand Sharea KBAUseLearningCenter w/ClientClientUses YourNameUse thegroupchatsReinvest/ChangeDividendElectionsSign upfor OTOwnershipStatementHave aTaxConvoHandle aSpecializedChatAdd Beneor TrustedcontactRecognizea Life-eventCSG/FeeReversalAppreciatea ClientResolveCVRCIssueOne-chatresolutionHelpEstablishMoneylinkLeverageSecureMessageStandwhile youWorkDropBreadCrumbsDiscussTWEEntera LeadDe-escalatea ChatEnroll inPaperlessDeliveryTake 3Chats atOnceEnable3rd PartyAccessSendword/Appreciatea PeerEmailFollow-upAsk 2+Questionsin a ChatCheck forAdditionalNeedsCreateand Sharea KBAUseLearningCenter w/ClientClientUses YourNameUse thegroupchatsReinvest/ChangeDividendElectionsSign upfor OTOwnershipStatementHave aTaxConvoHandle aSpecializedChatAdd Beneor TrustedcontactRecognizea Life-event

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