Add arelationshipto anaccountCloseanactivityEnroll aclient inpaperlessAdd anactivityAdd aformletterAttach anemail intoEpicAsk JessY aquestionabout EpicViewactivityfromhomeAdd anewpolicyGenerateaninvoiceDo aReceiptforPaymentEndorsea policyLearnsomethingnew aboutEpicEdit a list(addcolumns,resize)ViewtransactiondetailCompletea depositUse theprintedprocessmanualUse ahot keyLocate aclientusingnameUseQuicklinksto assist aclientLocate aclientusingaddressViewpolicydetailUse theonlineHelpManualAdd acontact toanaccountApplycredits todebitsDrag anddrop anattachmentSend anemailthroughEpicEditcontactinformationCloseactivityfromhomeAdd arelationshipto anaccountCloseanactivityEnroll aclient inpaperlessAdd anactivityAdd aformletterAttach anemail intoEpicAsk JessY aquestionabout EpicViewactivityfromhomeAdd anewpolicyGenerateaninvoiceDo aReceiptforPaymentEndorsea policyLearnsomethingnew aboutEpicEdit a list(addcolumns,resize)ViewtransactiondetailCompletea depositUse theprintedprocessmanualUse ahot keyLocate aclientusingnameUseQuicklinksto assist aclientLocate aclientusingaddressViewpolicydetailUse theonlineHelpManualAdd acontact toanaccountApplycredits todebitsDrag anddrop anattachmentSend anemailthroughEpicEditcontactinformationCloseactivityfromhome

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