Entera LeadStandwhile youWorkOne-chatresolutionDe-escalatea ChatDiscussTWEHelpEstablishMoneylinkUseLearningCenter w/ClientTake 3Chats atOnceReinvest/ChangeDividendElectionsCreateand Sharea KBACheck forAdditionalNeedsLeverageSecureMessageDropBreadCrumbsResolveCVRCIssueAsk 2+Questionsin a ChatOwnershipStatementEmailFollow-upHave aTaxConvoClientUses YourNameAppreciatea ClientHandle aSpecializedChatSign upfor OTRecognizea Life-eventAdd Beneor TrustedcontactSendword/Appreciatea PeerCSG/FeeReversalUse thegroupchatsEnroll inPaperlessDeliveryEnable3rd PartyAccessEntera LeadStandwhile youWorkOne-chatresolutionDe-escalatea ChatDiscussTWEHelpEstablishMoneylinkUseLearningCenter w/ClientTake 3Chats atOnceReinvest/ChangeDividendElectionsCreateand Sharea KBACheck forAdditionalNeedsLeverageSecureMessageDropBreadCrumbsResolveCVRCIssueAsk 2+Questionsin a ChatOwnershipStatementEmailFollow-upHave aTaxConvoClientUses YourNameAppreciatea ClientHandle aSpecializedChatSign upfor OTRecognizea Life-eventAdd Beneor TrustedcontactSendword/Appreciatea PeerCSG/FeeReversalUse thegroupchatsEnroll inPaperlessDeliveryEnable3rd PartyAccess

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