Enroll aclient inpaperlessAdd acontact toanaccountApplycredits todebitsEdit a list(addcolumns,resize)ViewtransactiondetailLearnsomethingnew aboutEpicAttach anemail intoEpicCompletea depositAdd aformletterUse ahot keyDo aReceiptforPaymentEndorsea policyGenerateaninvoiceCloseactivityfromhomeAdd arelationshipto anaccountViewactivityfromhomeDrag anddrop anattachmentUse theprintedprocessmanualLocate aclientusingaddressViewpolicydetailLocate aclientusingnameAsk JessY aquestionabout EpicUse theonlineHelpManualEditcontactinformationAdd anactivityCloseanactivitySend anemailthroughEpicUseQuicklinksto assist aclientAdd anewpolicyEnroll aclient inpaperlessAdd acontact toanaccountApplycredits todebitsEdit a list(addcolumns,resize)ViewtransactiondetailLearnsomethingnew aboutEpicAttach anemail intoEpicCompletea depositAdd aformletterUse ahot keyDo aReceiptforPaymentEndorsea policyGenerateaninvoiceCloseactivityfromhomeAdd arelationshipto anaccountViewactivityfromhomeDrag anddrop anattachmentUse theprintedprocessmanualLocate aclientusingaddressViewpolicydetailLocate aclientusingnameAsk JessY aquestionabout EpicUse theonlineHelpManualEditcontactinformationAdd anactivityCloseanactivitySend anemailthroughEpicUseQuicklinksto assist aclientAdd anewpolicy

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