CSG/FeeReversalLeverageSecureMessageAsk 2+Questionsin a ChatCreateand Sharea KBATake 3Chats atOnceAdd Beneor TrustedcontactCheck forAdditionalNeedsEmailFollow-upEntera LeadOwnershipStatementOne-chatresolutionDe-escalatea ChatResolveCVRCIssueSendword/Appreciatea PeerDiscussTWERecognizea Life-eventClientUses YourNameAppreciatea ClientUse thegroupchatsHandle aSpecializedChatSign upfor OTEnroll inPaperlessDeliveryEnable3rd PartyAccessHelpEstablishMoneylinkReinvest/ChangeDividendElectionsStandwhile youWorkDropBreadCrumbsHave aTaxConvoUseLearningCenter w/ClientCSG/FeeReversalLeverageSecureMessageAsk 2+Questionsin a ChatCreateand Sharea KBATake 3Chats atOnceAdd Beneor TrustedcontactCheck forAdditionalNeedsEmailFollow-upEntera LeadOwnershipStatementOne-chatresolutionDe-escalatea ChatResolveCVRCIssueSendword/Appreciatea PeerDiscussTWERecognizea Life-eventClientUses YourNameAppreciatea ClientUse thegroupchatsHandle aSpecializedChatSign upfor OTEnroll inPaperlessDeliveryEnable3rd PartyAccessHelpEstablishMoneylinkReinvest/ChangeDividendElectionsStandwhile youWorkDropBreadCrumbsHave aTaxConvoUseLearningCenter w/Client

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