ViewactivityfromhomeUse theonlineHelpManualDo aReceiptforPaymentLocate aclientusingaddressGenerateaninvoiceViewtransactiondetailEdit a list(addcolumns,resize)CloseanactivityDrag anddrop anattachmentEndorsea policyEditcontactinformationCompletea depositAdd arelationshipto anaccountLocate aclientusingnameCloseactivityfromhomeAdd acontact toanaccountEnroll aclient inpaperlessAsk JessY aquestionabout EpicAdd aformletterUse ahot keyUseQuicklinksto assist aclientAdd anewpolicySend anemailthroughEpicViewpolicydetailLearnsomethingnew aboutEpicApplycredits todebitsAdd anactivityUse theprintedprocessmanualAttach anemail intoEpicViewactivityfromhomeUse theonlineHelpManualDo aReceiptforPaymentLocate aclientusingaddressGenerateaninvoiceViewtransactiondetailEdit a list(addcolumns,resize)CloseanactivityDrag anddrop anattachmentEndorsea policyEditcontactinformationCompletea depositAdd arelationshipto anaccountLocate aclientusingnameCloseactivityfromhomeAdd acontact toanaccountEnroll aclient inpaperlessAsk JessY aquestionabout EpicAdd aformletterUse ahot keyUseQuicklinksto assist aclientAdd anewpolicySend anemailthroughEpicViewpolicydetailLearnsomethingnew aboutEpicApplycredits todebitsAdd anactivityUse theprintedprocessmanualAttach anemail intoEpic

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