EditcontactinformationUseQuicklinksto assist aclientViewactivityfromhomeAsk JessY aquestionabout EpicAdd anactivityViewtransactiondetailAttachan emailinto EpicAdd aformletterAdd acontact toanaccountLocate aclientusingaddressLearnsomethingnew aboutEpicUse theprintedprocessmanualEdit a list(addcolumns,resize)Completea depositLocate aclientusingnameGenerateaninvoiceUse theonlineHelpManualDo aReceiptforPaymentApplycreditsto debitsDrag anddrop anattachmentEnroll aclient inpaperlessAdd arelationshipto anaccountAdd anewpolicyCloseactivityfromhomeEndorsea policyViewpolicydetailSend anemailthroughEpicCloseanactivityUse ahot keyEditcontactinformationUseQuicklinksto assist aclientViewactivityfromhomeAsk JessY aquestionabout EpicAdd anactivityViewtransactiondetailAttachan emailinto EpicAdd aformletterAdd acontact toanaccountLocate aclientusingaddressLearnsomethingnew aboutEpicUse theprintedprocessmanualEdit a list(addcolumns,resize)Completea depositLocate aclientusingnameGenerateaninvoiceUse theonlineHelpManualDo aReceiptforPaymentApplycreditsto debitsDrag anddrop anattachmentEnroll aclient inpaperlessAdd arelationshipto anaccountAdd anewpolicyCloseactivityfromhomeEndorsea policyViewpolicydetailSend anemailthroughEpicCloseanactivityUse ahot key

Epic Go Live 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. Edit contact information
  2. Use Quicklinks to assist a client
  3. View activity from home
  4. Ask Jess Y a question about Epic
  5. Add an activity
  6. View transaction detail
  7. Attach an email into Epic
  8. Add a form letter
  9. Add a contact to an account
  10. Locate a client using address
  11. Learn something new about Epic
  12. Use the printed process manual
  13. Edit a list (add columns, resize)
  14. Complete a deposit
  15. Locate a client using name
  16. Generate an invoice
  17. Use the online Help Manual
  18. Do a Receipt for Payment
  19. Apply credits to debits
  20. Drag and drop an attachment
  21. Enroll a client in paperless
  22. Add a relationship to an account
  23. Add a new policy
  24. Close activity from home
  25. Endorse a policy
  26. View policy detail
  27. Send an email through Epic
  28. Close an activity
  29. Use a hot key