Locate aclientusingnameAdd acontact toanaccountLocate aclientusingaddressAttach anemail intoEpicDo aReceiptforPaymentAdd anewpolicyCompletea depositViewpolicydetailAdd aformletterAsk JessY aquestionabout EpicAdd arelationshipto anaccountCloseanactivityViewtransactiondetailLearnsomethingnew aboutEpicAdd anactivityUse theprintedprocessmanualCloseactivityfromhomeApplycredits todebitsUseQuicklinksto assist aclientEditcontactinformationGenerateaninvoiceViewactivityfromhomeEnroll aclient inpaperlessSend anemailthroughEpicDrag anddrop anattachmentUse ahot keyEdit a list(addcolumns,resize)Endorsea policyUse theonlineHelpManualLocate aclientusingnameAdd acontact toanaccountLocate aclientusingaddressAttach anemail intoEpicDo aReceiptforPaymentAdd anewpolicyCompletea depositViewpolicydetailAdd aformletterAsk JessY aquestionabout EpicAdd arelationshipto anaccountCloseanactivityViewtransactiondetailLearnsomethingnew aboutEpicAdd anactivityUse theprintedprocessmanualCloseactivityfromhomeApplycredits todebitsUseQuicklinksto assist aclientEditcontactinformationGenerateaninvoiceViewactivityfromhomeEnroll aclient inpaperlessSend anemailthroughEpicDrag anddrop anattachmentUse ahot keyEdit a list(addcolumns,resize)Endorsea policyUse theonlineHelpManual

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Locate a client using name
  2. Add a contact to an account
  3. Locate a client using address
  4. Attach an email into Epic
  5. Do a Receipt for Payment
  6. Add a new policy
  7. Complete a deposit
  8. View policy detail
  9. Add a form letter
  10. Ask Jess Y a question about Epic
  11. Add a relationship to an account
  12. Close an activity
  13. View transaction detail
  14. Learn something new about Epic
  15. Add an activity
  16. Use the printed process manual
  17. Close activity from home
  18. Apply credits to debits
  19. Use Quicklinks to assist a client
  20. Edit contact information
  21. Generate an invoice
  22. View activity from home
  23. Enroll a client in paperless
  24. Send an email through Epic
  25. Drag and drop an attachment
  26. Use a hot key
  27. Edit a list (add columns, resize)
  28. Endorse a policy
  29. Use the online Help Manual