Add aformletterAdd anactivityLearnsomethingnew aboutEpicCompletea depositEdit a list(addcolumns,resize)ViewpolicydetailAttachan emailinto EpicSend anemailthroughEpicGenerateaninvoiceAdd acontact toanaccountAsk JessY aquestionabout EpicAdd anewpolicyCloseanactivityViewtransactiondetailUseQuicklinksto assist aclientEditcontactinformationUse theprintedprocessmanualLocate aclientusingaddressViewactivityfromhomeEndorsea policyDo aReceiptforPaymentLocate aclientusingnameEnroll aclient inpaperlessAdd arelationshipto anaccountUse ahot keyCloseactivityfromhomeUse theonlineHelpManualApplycreditsto debitsDrag anddrop anattachmentAdd aformletterAdd anactivityLearnsomethingnew aboutEpicCompletea depositEdit a list(addcolumns,resize)ViewpolicydetailAttachan emailinto EpicSend anemailthroughEpicGenerateaninvoiceAdd acontact toanaccountAsk JessY aquestionabout EpicAdd anewpolicyCloseanactivityViewtransactiondetailUseQuicklinksto assist aclientEditcontactinformationUse theprintedprocessmanualLocate aclientusingaddressViewactivityfromhomeEndorsea policyDo aReceiptforPaymentLocate aclientusingnameEnroll aclient inpaperlessAdd arelationshipto anaccountUse ahot keyCloseactivityfromhomeUse theonlineHelpManualApplycreditsto debitsDrag anddrop anattachment

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