ViewactivityfromhomeUse theprintedprocessmanualEnroll aclient inpaperlessAdd aformletterEditcontactinformationDo aReceiptforPaymentAttachan emailinto EpicAdd anactivityUse ahot keyEndorsea policyDrag anddrop anattachmentCloseactivityfromhomeAsk JessY aquestionabout EpicAdd acontact toanaccountViewtransactiondetailViewpolicydetailAdd anewpolicyGenerateaninvoiceLocate aclientusingnameCompletea depositAdd arelationshipto anaccountLearnsomethingnew aboutEpicLocate aclientusingaddressUseQuicklinksto assist aclientCloseanactivityEdit a list(addcolumns,resize)Use theonlineHelpManualSend anemailthroughEpicApplycreditsto debitsViewactivityfromhomeUse theprintedprocessmanualEnroll aclient inpaperlessAdd aformletterEditcontactinformationDo aReceiptforPaymentAttachan emailinto EpicAdd anactivityUse ahot keyEndorsea policyDrag anddrop anattachmentCloseactivityfromhomeAsk JessY aquestionabout EpicAdd acontact toanaccountViewtransactiondetailViewpolicydetailAdd anewpolicyGenerateaninvoiceLocate aclientusingnameCompletea depositAdd arelationshipto anaccountLearnsomethingnew aboutEpicLocate aclientusingaddressUseQuicklinksto assist aclientCloseanactivityEdit a list(addcolumns,resize)Use theonlineHelpManualSend anemailthroughEpicApplycreditsto 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 activity from home
  2. Use the printed process manual
  3. Enroll a client in paperless
  4. Add a form letter
  5. Edit contact information
  6. Do a Receipt for Payment
  7. Attach an email into Epic
  8. Add an activity
  9. Use a hot key
  10. Endorse a policy
  11. Drag and drop an attachment
  12. Close activity from home
  13. Ask Jess Y a question about Epic
  14. Add a contact to an account
  15. View transaction detail
  16. View policy detail
  17. Add a new policy
  18. Generate an invoice
  19. Locate a client using name
  20. Complete a deposit
  21. Add a relationship to an account
  22. Learn something new about Epic
  23. Locate a client using address
  24. Use Quicklinks to assist a client
  25. Close an activity
  26. Edit a list (add columns, resize)
  27. Use the online Help Manual
  28. Send an email through Epic
  29. Apply credits to debits