DiscussTWEOwnershipStatementRecognizea Life-eventCreateand Sharea KBACSG/FeeReversalSendword/Appreciatea PeerLeverageSecureMessageAppreciatea ClientUseLearningCenter w/ClientReinvest/ChangeDividendElectionsHelpEstablishMoneylinkHave aTaxConvoUse thegroupchatsOne-chatresolutionDe-escalatea ChatSign upfor OTEmailFollow-upCheck forAdditionalNeedsEnroll inPaperlessDeliveryAdd Beneor TrustedcontactHandle aSpecializedChatResolveCVRCIssueEntera LeadTake 3Chats atOnceStandwhile youWorkDropBreadCrumbsClientUses YourNameEnable3rd PartyAccessAsk 2+Questionsin a ChatDiscussTWEOwnershipStatementRecognizea Life-eventCreateand Sharea KBACSG/FeeReversalSendword/Appreciatea PeerLeverageSecureMessageAppreciatea ClientUseLearningCenter w/ClientReinvest/ChangeDividendElectionsHelpEstablishMoneylinkHave aTaxConvoUse thegroupchatsOne-chatresolutionDe-escalatea ChatSign upfor OTEmailFollow-upCheck forAdditionalNeedsEnroll inPaperlessDeliveryAdd Beneor TrustedcontactHandle aSpecializedChatResolveCVRCIssueEntera LeadTake 3Chats atOnceStandwhile youWorkDropBreadCrumbsClientUses YourNameEnable3rd PartyAccessAsk 2+Questionsin a Chat

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