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