Reinvest/ChangeDividendElectionsEnable3rd PartyAccessDropBreadCrumbsDe-escalatea ChatAdd Beneor TrustedcontactHave aTaxConvoHelpEstablishMoneylinkRecognizea Life-eventAsk 2+Questionsin a ChatHandle aSpecializedChatUse thegroupchatsCreateand Sharea KBASendword/Appreciatea PeerLeverageSecureMessageOwnershipStatementUseLearningCenter w/ClientCheck forAdditionalNeedsAppreciatea ClientEnroll inPaperlessDeliveryOne-chatresolutionTake 3Chats atOnceEmailFollow-upCSG/FeeReversalEntera LeadSign upfor OTDiscussTWEResolveCVRCIssueStandwhile youWorkClientUses YourNameReinvest/ChangeDividendElectionsEnable3rd PartyAccessDropBreadCrumbsDe-escalatea ChatAdd Beneor TrustedcontactHave aTaxConvoHelpEstablishMoneylinkRecognizea Life-eventAsk 2+Questionsin a ChatHandle aSpecializedChatUse thegroupchatsCreateand Sharea KBASendword/Appreciatea PeerLeverageSecureMessageOwnershipStatementUseLearningCenter w/ClientCheck forAdditionalNeedsAppreciatea ClientEnroll inPaperlessDeliveryOne-chatresolutionTake 3Chats atOnceEmailFollow-upCSG/FeeReversalEntera LeadSign upfor OTDiscussTWEResolveCVRCIssueStandwhile youWorkClientUses YourName

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