ViewpolicydetailAsk JessY aquestionabout EpicUseQuicklinksto assist aclientAdd aformletterCloseanactivityUse ahot keyLocate aclientusingnameEnroll aclient inpaperlessAdd anactivityCloseactivityfromhomeSend anemailthroughEpicGenerateaninvoiceUse theonlineHelpManualAdd anewpolicyEdit a list(addcolumns,resize)Add arelationshipto anaccountApplycredits todebitsDo aReceiptforPaymentUse theprintedprocessmanualLearnsomethingnew aboutEpicViewtransactiondetailAdd acontact toanaccountLocate aclientusingaddressAttach anemail intoEpicEndorsea policyEditcontactinformationViewactivityfromhomeCompletea depositDrag anddrop anattachmentViewpolicydetailAsk JessY aquestionabout EpicUseQuicklinksto assist aclientAdd aformletterCloseanactivityUse ahot keyLocate aclientusingnameEnroll aclient inpaperlessAdd anactivityCloseactivityfromhomeSend anemailthroughEpicGenerateaninvoiceUse theonlineHelpManualAdd anewpolicyEdit a list(addcolumns,resize)Add arelationshipto anaccountApplycredits todebitsDo aReceiptforPaymentUse theprintedprocessmanualLearnsomethingnew aboutEpicViewtransactiondetailAdd acontact toanaccountLocate aclientusingaddressAttach anemail intoEpicEndorsea policyEditcontactinformationViewactivityfromhomeCompletea depositDrag anddrop anattachment

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