Recognizea Life-eventUseLearningCenter w/ClientEmailFollow-upReinvest/ChangeDividendElectionsEnable3rd PartyAccessOne-chatresolutionSendword/Appreciatea PeerHave aTaxConvoClientUses YourNameDropBreadCrumbsDe-escalatea ChatCheck forAdditionalNeedsStandwhile youWorkCreateand Sharea KBAAdd Beneor TrustedcontactHandle aSpecializedChatOwnershipStatementSign upfor OTUse thegroupchatsResolveCVRCIssueHelpEstablishMoneylinkAppreciatea ClientEnroll inPaperlessDeliveryLeverageSecureMessageAsk 2+Questionsin a ChatTake 3Chats atOnceEntera LeadDiscussTWECSG/FeeReversalRecognizea Life-eventUseLearningCenter w/ClientEmailFollow-upReinvest/ChangeDividendElectionsEnable3rd PartyAccessOne-chatresolutionSendword/Appreciatea PeerHave aTaxConvoClientUses YourNameDropBreadCrumbsDe-escalatea ChatCheck forAdditionalNeedsStandwhile youWorkCreateand Sharea KBAAdd Beneor TrustedcontactHandle aSpecializedChatOwnershipStatementSign upfor OTUse thegroupchatsResolveCVRCIssueHelpEstablishMoneylinkAppreciatea ClientEnroll inPaperlessDeliveryLeverageSecureMessageAsk 2+Questionsin a ChatTake 3Chats atOnceEntera LeadDiscussTWECSG/FeeReversal

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Recognize a Life-event
  2. Use Learning Center w/ Client
  3. Email Follow-up
  4. Reinvest/Change Dividend Elections
  5. Enable 3rd Party Access
  6. One-chat resolution
  7. Send word/ Appreciate a Peer
  8. Have a Tax Convo
  9. Client Uses Your Name
  10. Drop Bread Crumbs
  11. De-escalate a Chat
  12. Check for Additional Needs
  13. Stand while you Work
  14. Create and Share a KBA
  15. Add Bene or Trusted contact
  16. Handle a Specialized Chat
  17. Ownership Statement
  18. Sign up for OT
  19. Use the group chats
  20. Resolve CVRC Issue
  21. Help Establish Moneylink
  22. Appreciate a Client
  23. Enroll in Paperless Delivery
  24. Leverage Secure Message
  25. Ask 2+ Questions in a Chat
  26. Take 3 Chats at Once
  27. Enter a Lead
  28. Discuss TWE
  29. CSG/Fee Reversal