Edit a list(addcolumns,resize)Use ahot keyCloseactivityfromhomeEditcontactinformationAdd acontact toanaccountAdd arelationshipto anaccountLearnsomethingnew aboutEpicAsk JessY aquestionabout EpicViewactivityfromhomeAttach anemail intoEpicAdd aformletterSend anemailthroughEpicEndorsea policyApplycredits todebitsCloseanactivityViewtransactiondetailViewpolicydetailLocate aclientusingaddressUse theprintedprocessmanualUse theonlineHelpManualEnroll aclient inpaperlessCompletea depositLocate aclientusingnameDo aReceiptforPaymentDrag anddrop anattachmentAdd anactivityUseQuicklinksto assist aclientGenerateaninvoiceAdd anewpolicyEdit a list(addcolumns,resize)Use ahot keyCloseactivityfromhomeEditcontactinformationAdd acontact toanaccountAdd arelationshipto anaccountLearnsomethingnew aboutEpicAsk JessY aquestionabout EpicViewactivityfromhomeAttach anemail intoEpicAdd aformletterSend anemailthroughEpicEndorsea policyApplycredits todebitsCloseanactivityViewtransactiondetailViewpolicydetailLocate aclientusingaddressUse theprintedprocessmanualUse theonlineHelpManualEnroll aclient inpaperlessCompletea depositLocate aclientusingnameDo aReceiptforPaymentDrag anddrop anattachmentAdd anactivityUseQuicklinksto assist aclientGenerateaninvoiceAdd 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. Edit a list (add columns, resize)
  2. Use a hot key
  3. Close activity from home
  4. Edit contact information
  5. Add a contact to an account
  6. Add a relationship to an account
  7. Learn something new about Epic
  8. Ask Jess Y a question about Epic
  9. View activity from home
  10. Attach an email into Epic
  11. Add a form letter
  12. Send an email through Epic
  13. Endorse a policy
  14. Apply credits to debits
  15. Close an activity
  16. View transaction detail
  17. View policy detail
  18. Locate a client using address
  19. Use the printed process manual
  20. Use the online Help Manual
  21. Enroll a client in paperless
  22. Complete a deposit
  23. Locate a client using name
  24. Do a Receipt for Payment
  25. Drag and drop an attachment
  26. Add an activity
  27. Use Quicklinks to assist a client
  28. Generate an invoice
  29. Add a new policy