Reviewvehicleuse/avg.daily milesEnrollin ApayAcknowledgeinsured's FIDResolveissue onfirst callExplainservicechargeSentM.M.CardEducateinsured ondifferentcoveragesProvideyourname andext.Solicit inc.liabilitylimitsBuildrapportUseCompetitiveE.D.G.E.AddPAFASK toconduct anaccountreviewRefer toinsuredby nameSolicitAdditionallineSolicitLifeSellAmica'sValueAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitHOendo.Discussinc. rentalcoverageEnrollin e-policyDiscussfeatures ofAmica.comBindPUPBindpolicysame dayReviewvehicleuse/avg.daily milesEnrollin ApayAcknowledgeinsured's FIDResolveissue onfirst callExplainservicechargeSentM.M.CardEducateinsured ondifferentcoveragesProvideyourname andext.Solicit inc.liabilitylimitsBuildrapportUseCompetitiveE.D.G.E.AddPAFASK toconduct anaccountreviewRefer toinsuredby nameSolicitAdditionallineSolicitLifeSellAmica'sValueAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitHOendo.Discussinc. rentalcoverageEnrollin e-policyDiscussfeatures ofAmica.comBindPUPBindpolicysame day

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