CloseanactivityEndorsea policyAdd anactivityLocate aclientusingaddressViewpolicydetailAdd arelationshipto anaccountDo aReceiptforPaymentCompletea depositUseQuicklinksto assist aclientAttachan emailinto EpicUse theonlineHelpManualViewactivityfromhomeCloseactivityfromhomeGenerateaninvoiceEditcontactinformationDrag anddrop anattachmentAdd aformletterEdit a list(addcolumns,resize)Add anewpolicyLearnsomethingnew aboutEpicApplycreditsto debitsAsk JessY aquestionabout EpicViewtransactiondetailSend anemailthroughEpicLocate aclientusingnameUse ahot keyAdd acontact toanaccountUse theprintedprocessmanualEnroll aclient inpaperlessCloseanactivityEndorsea policyAdd anactivityLocate aclientusingaddressViewpolicydetailAdd arelationshipto anaccountDo aReceiptforPaymentCompletea depositUseQuicklinksto assist aclientAttachan emailinto EpicUse theonlineHelpManualViewactivityfromhomeCloseactivityfromhomeGenerateaninvoiceEditcontactinformationDrag anddrop anattachmentAdd aformletterEdit a list(addcolumns,resize)Add anewpolicyLearnsomethingnew aboutEpicApplycreditsto debitsAsk JessY aquestionabout EpicViewtransactiondetailSend anemailthroughEpicLocate aclientusingnameUse ahot keyAdd acontact toanaccountUse theprintedprocessmanualEnroll 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. Close an activity
  2. Endorse a policy
  3. Add an activity
  4. Locate a client using address
  5. View policy detail
  6. Add a relationship to an account
  7. Do a Receipt for Payment
  8. Complete a deposit
  9. Use Quicklinks to assist a client
  10. Attach an email into Epic
  11. Use the online Help Manual
  12. View activity from home
  13. Close activity from home
  14. Generate an invoice
  15. Edit contact information
  16. Drag and drop an attachment
  17. Add a form letter
  18. Edit a list (add columns, resize)
  19. Add a new policy
  20. Learn something new about Epic
  21. Apply credits to debits
  22. Ask Jess Y a question about Epic
  23. View transaction detail
  24. Send an email through Epic
  25. Locate a client using name
  26. Use a hot key
  27. Add a contact to an account
  28. Use the printed process manual
  29. Enroll a client in paperless