EditcontactinformationDo aReceiptforPaymentAdd anewpolicyAttachan emailinto EpicAdd aformletterViewpolicydetailUse ahot keyEndorsea policyApplycreditsto debitsUse theonlineHelpManualAsk JessY aquestionabout EpicGenerateaninvoiceUseQuicklinksto assist aclientEdit a list(addcolumns,resize)Enroll aclient inpaperlessViewtransactiondetailAdd arelationshipto anaccountLearnsomethingnew aboutEpicDrag anddrop anattachmentViewactivityfromhomeCloseactivityfromhomeCompletea depositAdd acontact toanaccountSend anemailthroughEpicLocate aclientusingnameUse theprintedprocessmanualLocate aclientusingaddressCloseanactivityAdd anactivityEditcontactinformationDo aReceiptforPaymentAdd anewpolicyAttachan emailinto EpicAdd aformletterViewpolicydetailUse ahot keyEndorsea policyApplycreditsto debitsUse theonlineHelpManualAsk JessY aquestionabout EpicGenerateaninvoiceUseQuicklinksto assist aclientEdit a list(addcolumns,resize)Enroll aclient inpaperlessViewtransactiondetailAdd arelationshipto anaccountLearnsomethingnew aboutEpicDrag anddrop anattachmentViewactivityfromhomeCloseactivityfromhomeCompletea depositAdd acontact toanaccountSend anemailthroughEpicLocate aclientusingnameUse theprintedprocessmanualLocate aclientusingaddressCloseanactivityAdd anactivity

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