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