Locate aclientusingnameEnroll aclient inpaperlessLearnsomethingnew aboutEpicUse ahot keyGenerateaninvoiceEndorsea policyDo aReceiptforPaymentAdd aformletterEdit a list(addcolumns,resize)UseQuicklinksto assist aclientViewactivityfromhomeAdd anactivityViewpolicydetailCompletea depositLocate aclientusingaddressUse theonlineHelpManualAsk JessY aquestionabout EpicDrag anddrop anattachmentAdd anewpolicyAdd arelationshipto anaccountUse theprintedprocessmanualSend anemailthroughEpicAttach anemail intoEpicAdd acontact toanaccountViewtransactiondetailApplycredits todebitsCloseactivityfromhomeEditcontactinformationCloseanactivityLocate aclientusingnameEnroll aclient inpaperlessLearnsomethingnew aboutEpicUse ahot keyGenerateaninvoiceEndorsea policyDo aReceiptforPaymentAdd aformletterEdit a list(addcolumns,resize)UseQuicklinksto assist aclientViewactivityfromhomeAdd anactivityViewpolicydetailCompletea depositLocate aclientusingaddressUse theonlineHelpManualAsk JessY aquestionabout EpicDrag anddrop anattachmentAdd anewpolicyAdd arelationshipto anaccountUse theprintedprocessmanualSend anemailthroughEpicAttach anemail intoEpicAdd acontact toanaccountViewtransactiondetailApplycredits todebitsCloseactivityfromhomeEditcontactinformationCloseanactivity

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