AddPAFProvideyourname andext.Enrollin e-policyResolveissue onfirst callSolicit inc.liabilitylimitsSellAmica'sValueEnrollin ApaySolicitAdditionallineSentM.M.CardRefer toinsuredby nameSolicitHOendo.ASK toconduct anaccountreviewReviewvehicleuse/avg.daily milesExplainservicechargeSolicitLifeAcknowledgeinsured's FIDUseCompetitiveE.D.G.E.Bindpolicysame dayAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesBuildrapportBindPUPDiscussfeatures ofAmica.comDiscussinc. rentalcoverageAddPAFProvideyourname andext.Enrollin e-policyResolveissue onfirst callSolicit inc.liabilitylimitsSellAmica'sValueEnrollin ApaySolicitAdditionallineSentM.M.CardRefer toinsuredby nameSolicitHOendo.ASK toconduct anaccountreviewReviewvehicleuse/avg.daily milesExplainservicechargeSolicitLifeAcknowledgeinsured's FIDUseCompetitiveE.D.G.E.Bindpolicysame dayAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesBuildrapportBindPUPDiscussfeatures ofAmica.comDiscussinc. rentalcoverage

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