Enroll aclient inpaperlessViewpolicydetailEndorsea policyDo aReceiptforPaymentUse theprintedprocessmanualEdit a list(addcolumns,resize)CloseanactivityUse ahot keyApplycredits todebitsAdd acontact toanaccountSend anemailthroughEpicAdd arelationshipto anaccountGenerateaninvoiceLocate aclientusingnameDrag anddrop anattachmentAttach anemail intoEpicAdd anactivityAsk JessY aquestionabout EpicUseQuicklinksto assist aclientCompletea depositViewactivityfromhomeAdd aformletterAdd anewpolicyUse theonlineHelpManualLocate aclientusingaddressEditcontactinformationViewtransactiondetailLearnsomethingnew aboutEpicCloseactivityfromhomeEnroll aclient inpaperlessViewpolicydetailEndorsea policyDo aReceiptforPaymentUse theprintedprocessmanualEdit a list(addcolumns,resize)CloseanactivityUse ahot keyApplycredits todebitsAdd acontact toanaccountSend anemailthroughEpicAdd arelationshipto anaccountGenerateaninvoiceLocate aclientusingnameDrag anddrop anattachmentAttach anemail intoEpicAdd anactivityAsk JessY aquestionabout EpicUseQuicklinksto assist aclientCompletea depositViewactivityfromhomeAdd aformletterAdd anewpolicyUse theonlineHelpManualLocate aclientusingaddressEditcontactinformationViewtransactiondetailLearnsomethingnew aboutEpicCloseactivityfromhome

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