DiscussTWEAsk 2+Questionsin a ChatOwnershipStatementSign upfor OTEmailFollow-upDe-escalatea ChatAppreciatea ClientRecognizea Life-eventCheck forAdditionalNeedsCSG/FeeReversalDropBreadCrumbsEnroll inPaperlessDeliveryClientUses YourNameUse thegroupchatsHandle aSpecializedChatCreateand Sharea KBAOne-chatresolutionLeverageSecureMessageHave aTaxConvoHelpEstablishMoneylinkReinvest/ChangeDividendElectionsUseLearningCenter w/ClientEnable3rd PartyAccessResolveCVRCIssueEntera LeadTake 3Chats atOnceAdd Beneor TrustedcontactStandwhile youWorkSendword/Appreciatea PeerDiscussTWEAsk 2+Questionsin a ChatOwnershipStatementSign upfor OTEmailFollow-upDe-escalatea ChatAppreciatea ClientRecognizea Life-eventCheck forAdditionalNeedsCSG/FeeReversalDropBreadCrumbsEnroll inPaperlessDeliveryClientUses YourNameUse thegroupchatsHandle aSpecializedChatCreateand Sharea KBAOne-chatresolutionLeverageSecureMessageHave aTaxConvoHelpEstablishMoneylinkReinvest/ChangeDividendElectionsUseLearningCenter w/ClientEnable3rd PartyAccessResolveCVRCIssueEntera LeadTake 3Chats atOnceAdd Beneor TrustedcontactStandwhile youWorkSendword/Appreciatea Peer

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