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