ViewtransactiondetailDo aReceiptforPaymentAdd arelationshipto anaccountSend anemailthroughEpicEnroll aclient inpaperlessCloseanactivityAdd acontact toanaccountGenerateaninvoiceViewpolicydetailEdit a list(addcolumns,resize)Learnsomethingnew aboutEpicEditcontactinformationCompletea depositLocate aclientusingaddressEndorsea policyUse ahot keyDrag anddrop anattachmentUseQuicklinksto assist aclientApplycredits todebitsAsk JessY aquestionabout EpicCloseactivityfromhomeAdd anactivityUse theprintedprocessmanualAdd aformletterAttach anemail intoEpicViewactivityfromhomeLocate aclientusingnameAdd anewpolicyUse theonlineHelpManualViewtransactiondetailDo aReceiptforPaymentAdd arelationshipto anaccountSend anemailthroughEpicEnroll aclient inpaperlessCloseanactivityAdd acontact toanaccountGenerateaninvoiceViewpolicydetailEdit a list(addcolumns,resize)Learnsomethingnew aboutEpicEditcontactinformationCompletea depositLocate aclientusingaddressEndorsea policyUse ahot keyDrag anddrop anattachmentUseQuicklinksto assist aclientApplycredits todebitsAsk JessY aquestionabout EpicCloseactivityfromhomeAdd anactivityUse theprintedprocessmanualAdd aformletterAttach anemail intoEpicViewactivityfromhomeLocate aclientusingnameAdd anewpolicyUse theonlineHelpManual

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