Use ahot keyDrag anddrop anattachmentLocate aclientusingaddressViewpolicydetailEndorsea policyViewtransactiondetailDo aReceiptforPaymentSend anemailthroughEpicAdd anactivityGenerateaninvoiceCloseanactivityAdd acontact toanaccountApplycreditsto debitsAdd aformletterUse theonlineHelpManualCompletea depositEditcontactinformationEnroll aclient inpaperlessUse theprintedprocessmanualViewactivityfromhomeEdit a list(addcolumns,resize)CloseactivityfromhomeUseQuicklinksto assist aclientAdd anewpolicyLocate aclientusingnameAdd arelationshipto anaccountAsk JessY aquestionabout EpicAttachan emailinto EpicLearnsomethingnew aboutEpicUse ahot keyDrag anddrop anattachmentLocate aclientusingaddressViewpolicydetailEndorsea policyViewtransactiondetailDo aReceiptforPaymentSend anemailthroughEpicAdd anactivityGenerateaninvoiceCloseanactivityAdd acontact toanaccountApplycreditsto debitsAdd aformletterUse theonlineHelpManualCompletea depositEditcontactinformationEnroll aclient inpaperlessUse theprintedprocessmanualViewactivityfromhomeEdit a list(addcolumns,resize)CloseactivityfromhomeUseQuicklinksto assist aclientAdd anewpolicyLocate aclientusingnameAdd arelationshipto anaccountAsk JessY aquestionabout EpicAttachan emailinto EpicLearnsomethingnew aboutEpic

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