ViewtransactiondetailViewactivityfromhomeCloseanactivityAdd anewpolicyUse theprintedprocessmanualAdd anactivityAsk JessY aquestionabout EpicEditcontactinformationLocate aclientusingnameLearnsomethingnew aboutEpicSend anemailthroughEpicUseQuicklinksto assist aclientEnroll aclient inpaperlessUse ahot keyAdd arelationshipto anaccountCloseactivityfromhomeAttach anemail intoEpicEdit a list(addcolumns,resize)Do aReceiptforPaymentEndorsea policyCompletea depositDrag anddrop anattachmentLocate aclientusingaddressApplycredits todebitsAdd aformletterUse theonlineHelpManualGenerateaninvoiceViewpolicydetailAdd acontact toanaccountViewtransactiondetailViewactivityfromhomeCloseanactivityAdd anewpolicyUse theprintedprocessmanualAdd anactivityAsk JessY aquestionabout EpicEditcontactinformationLocate aclientusingnameLearnsomethingnew aboutEpicSend anemailthroughEpicUseQuicklinksto assist aclientEnroll aclient inpaperlessUse ahot keyAdd arelationshipto anaccountCloseactivityfromhomeAttach anemail intoEpicEdit a list(addcolumns,resize)Do aReceiptforPaymentEndorsea policyCompletea depositDrag anddrop anattachmentLocate aclientusingaddressApplycredits todebitsAdd aformletterUse theonlineHelpManualGenerateaninvoiceViewpolicydetailAdd acontact toanaccount

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