View activity from home Use the printed process manual Enroll a client in paperless Add a form letter Edit contact information Do a Receipt for Payment Attach an email into Epic Add an activity Use a hot key Endorse a policy Drag and drop an attachment Close activity from home Ask Jess Y a question about Epic Add a contact to an account View transaction detail View policy detail Add a new policy Generate an invoice Locate a client using name Complete a deposit Add a relationship to an account Learn something new about Epic Locate a client using address Use Quicklinks to assist a client Close an activity Edit a list (add columns, resize) Use the online Help Manual Send an email through Epic Apply credits to debits View activity from home Use the printed process manual Enroll a client in paperless Add a form letter Edit contact information Do a Receipt for Payment Attach an email into Epic Add an activity Use a hot key Endorse a policy Drag and drop an attachment Close activity from home Ask Jess Y a question about Epic Add a contact to an account View transaction detail View policy detail Add a new policy Generate an invoice Locate a client using name Complete a deposit Add a relationship to an account Learn something new about Epic Locate a client using address Use Quicklinks to assist a client Close an activity Edit a list (add columns, resize) Use the online Help Manual Send an email through Epic Apply credits to debits
(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.
View activity from home
Use the printed process manual
Enroll a client in paperless
Add a form letter
Edit contact information
Do a Receipt for Payment
Attach an email into Epic
Add an activity
Use a hot key
Endorse a policy
Drag and drop an attachment
Close activity from home
Ask Jess Y a question about Epic
Add a contact to an account
View transaction detail
View policy detail
Add a new policy
Generate an invoice
Locate a client using name
Complete a deposit
Add a relationship to an account
Learn something new about Epic
Locate a client using address
Use Quicklinks to assist a client
Close an activity
Edit a list (add columns, resize)
Use the
online Help Manual
Send an email through Epic
Apply credits to debits