Provideyourname andext.UseCompetitiveE.D.G.E.ExplainservicechargeDiscussinc. rentalcoverageResolveissue onfirst callAcknowledgeinsured's FIDAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SellAmica'sValueBindPUPASK toconduct anaccountreviewDiscussfeatures ofAmica.comRefer toinsuredby nameSolicitAdditionallineSentM.M.CardEnrollin ApaySolicitLifeEnrollin e-policyBindpolicysame dayReviewvehicleuse/avg.daily milesSolicitHOendo.Solicit inc.liabilitylimitsEducateinsured ondifferentcoveragesAddPAFBuildrapportProvideyourname andext.UseCompetitiveE.D.G.E.ExplainservicechargeDiscussinc. rentalcoverageResolveissue onfirst callAcknowledgeinsured's FIDAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SellAmica'sValueBindPUPASK toconduct anaccountreviewDiscussfeatures ofAmica.comRefer toinsuredby nameSolicitAdditionallineSentM.M.CardEnrollin ApaySolicitLifeEnrollin e-policyBindpolicysame dayReviewvehicleuse/avg.daily milesSolicitHOendo.Solicit inc.liabilitylimitsEducateinsured ondifferentcoveragesAddPAFBuildrapport

Retention Matters - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
N
2
N
3
O
4
I
5
G
6
O
7
I
8
G
9
B
10
I
11
I
12
N
13
B
14
G
15
O
16
N
17
I
18
O
19
B
20
G
21
B
22
O
23
B
24
G
  1. N-Provide your name and ext.
  2. N-Use Competitive E.D.G.E.
  3. O-Explain service charge
  4. I-Discuss inc. rental coverage
  5. G-Resolve issue on first call
  6. O-Acknowledge insured's FID
  7. I-Acknowledge major life event (ex: new home, marriage, etc.)
  8. G-Sell Amica's Value
  9. B-Bind PUP
  10. I-ASK to conduct an account review
  11. I-Discuss features of Amica.com
  12. N-Refer to insured by name
  13. B-Solicit Additional line
  14. G-Sent M.M. Card
  15. O-Enroll in Apay
  16. N-Solicit Life
  17. I-Enroll in e-policy
  18. O-Bind policy same day
  19. B-Review vehicle use/avg. daily miles
  20. G-Solicit HO endo.
  21. B-Solicit inc. liability limits
  22. O-Educate insured on different coverages
  23. B-Add PAF
  24. G-Build rapport