Endorsea policyEditcontactinformationViewactivityfromhomeSend anemailthroughEpicEnroll aclient inpaperlessCompletea depositViewtransactiondetailGenerateaninvoiceCloseanactivityLocate aclientusingnameUseQuicklinksto assist aclientViewpolicydetailAdd acontact toanaccountDo aReceiptforPaymentAdd anewpolicyLocate aclientusingaddressUse ahot keyLearnsomethingnew aboutEpicAdd aformletterUse theprintedprocessmanualAdd anactivityEdit a list(addcolumns,resize)Add arelationshipto anaccountCloseactivityfromhomeAttach anemail intoEpicDrag anddrop anattachmentUse theonlineHelpManualApplycredits todebitsAsk JessY aquestionabout EpicEndorsea policyEditcontactinformationViewactivityfromhomeSend anemailthroughEpicEnroll aclient inpaperlessCompletea depositViewtransactiondetailGenerateaninvoiceCloseanactivityLocate aclientusingnameUseQuicklinksto assist aclientViewpolicydetailAdd acontact toanaccountDo aReceiptforPaymentAdd anewpolicyLocate aclientusingaddressUse ahot keyLearnsomethingnew aboutEpicAdd aformletterUse theprintedprocessmanualAdd anactivityEdit a list(addcolumns,resize)Add arelationshipto anaccountCloseactivityfromhomeAttach anemail intoEpicDrag anddrop anattachmentUse theonlineHelpManualApplycredits todebitsAsk JessY aquestionabout Epic

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