ViewpolicydetailUse theprintedprocessmanualUse ahot keyEditcontactinformationAdd anewpolicyAttachan emailinto EpicCloseanactivityLocate aclientusingnameCompletea depositCloseactivityfromhomeAdd aformletterViewactivityfromhomeLearnsomethingnew aboutEpicLocate aclientusingaddressEndorsea policyUseQuicklinksto assist aclientAdd arelationshipto anaccountEdit a list(addcolumns,resize)ViewtransactiondetailDrag anddrop anattachmentAdd anactivityGenerateaninvoiceSend anemailthroughEpicEnroll aclient inpaperlessDo aReceiptforPaymentAdd acontact toanaccountAsk JessY aquestionabout EpicUse theonlineHelpManualApplycreditsto debitsViewpolicydetailUse theprintedprocessmanualUse ahot keyEditcontactinformationAdd anewpolicyAttachan emailinto EpicCloseanactivityLocate aclientusingnameCompletea depositCloseactivityfromhomeAdd aformletterViewactivityfromhomeLearnsomethingnew aboutEpicLocate aclientusingaddressEndorsea policyUseQuicklinksto assist aclientAdd arelationshipto anaccountEdit a list(addcolumns,resize)ViewtransactiondetailDrag anddrop anattachmentAdd anactivityGenerateaninvoiceSend anemailthroughEpicEnroll aclient inpaperlessDo aReceiptforPaymentAdd acontact toanaccountAsk JessY aquestionabout EpicUse theonlineHelpManualApplycreditsto debits

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