Ask JessY aquestionabout EpicUse theonlineHelpManualViewactivityfromhomeViewtransactiondetailAdd aformletterLocate aclientusingaddressAdd acontact toanaccountApplycredits todebitsGenerateaninvoiceAttach anemail intoEpicAdd anewpolicyCloseanactivityViewpolicydetailLocate aclientusingnameAdd arelationshipto anaccountAdd anactivityEnroll aclient inpaperlessCompletea depositDrag anddrop anattachmentUse ahot keyDo aReceiptforPaymentSend anemailthroughEpicUse theprintedprocessmanualEditcontactinformationEdit a list(addcolumns,resize)Endorsea policyUseQuicklinksto assist aclientLearnsomethingnew aboutEpicCloseactivityfromhomeAsk JessY aquestionabout EpicUse theonlineHelpManualViewactivityfromhomeViewtransactiondetailAdd aformletterLocate aclientusingaddressAdd acontact toanaccountApplycredits todebitsGenerateaninvoiceAttach anemail intoEpicAdd anewpolicyCloseanactivityViewpolicydetailLocate aclientusingnameAdd arelationshipto anaccountAdd anactivityEnroll aclient inpaperlessCompletea depositDrag anddrop anattachmentUse ahot keyDo aReceiptforPaymentSend anemailthroughEpicUse theprintedprocessmanualEditcontactinformationEdit a list(addcolumns,resize)Endorsea policyUseQuicklinksto assist aclientLearnsomethingnew 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. Ask Jess Y a question about Epic
  2. Use the online Help Manual
  3. View activity from home
  4. View transaction detail
  5. Add a form letter
  6. Locate a client using address
  7. Add a contact to an account
  8. Apply credits to debits
  9. Generate an invoice
  10. Attach an email into Epic
  11. Add a new policy
  12. Close an activity
  13. View policy detail
  14. Locate a client using name
  15. Add a relationship to an account
  16. Add an activity
  17. Enroll a client in paperless
  18. Complete a deposit
  19. Drag and drop an attachment
  20. Use a hot key
  21. Do a Receipt for Payment
  22. Send an email through Epic
  23. Use the printed process manual
  24. Edit contact information
  25. Edit a list (add columns, resize)
  26. Endorse a policy
  27. Use Quicklinks to assist a client
  28. Learn something new about Epic
  29. Close activity from home