GenerateaninvoiceUse theprintedprocessmanualUse ahot keyViewactivityfromhomeDrag anddrop anattachmentEndorsea policyLocate aclientusingnameAdd arelationshipto anaccountAttachan emailinto EpicUse theonlineHelpManualAdd anewpolicyLocate aclientusingaddressAdd anactivityUseQuicklinksto assist aclientAdd aformletterCloseactivityfromhomeEdit a list(addcolumns,resize)Ask JessY aquestionabout EpicEditcontactinformationCompletea depositSend anemailthroughEpicDo aReceiptforPaymentAdd acontact toanaccountLearnsomethingnew aboutEpicViewpolicydetailApplycreditsto debitsCloseanactivityViewtransactiondetailEnroll aclient inpaperlessGenerateaninvoiceUse theprintedprocessmanualUse ahot keyViewactivityfromhomeDrag anddrop anattachmentEndorsea policyLocate aclientusingnameAdd arelationshipto anaccountAttachan emailinto EpicUse theonlineHelpManualAdd anewpolicyLocate aclientusingaddressAdd anactivityUseQuicklinksto assist aclientAdd aformletterCloseactivityfromhomeEdit a list(addcolumns,resize)Ask JessY aquestionabout EpicEditcontactinformationCompletea depositSend anemailthroughEpicDo aReceiptforPaymentAdd acontact toanaccountLearnsomethingnew aboutEpicViewpolicydetailApplycreditsto debitsCloseanactivityViewtransactiondetailEnroll aclient inpaperless

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