Acknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitAdditionallineProvideyourname andext.ASK toconduct anaccountreviewSellAmica'sValueRefer toinsuredby nameUseCompetitiveE.D.G.E.SolicitLifeReviewvehicleuse/avg.daily milesSolicitHOendo.AddPAFAcknowledgeinsured's FIDBuildrapportDiscussfeatures ofAmica.comSolicit inc.liabilitylimitsSentM.M.CardEnrollin ApayBindpolicysame dayExplainservicechargeEducateinsured ondifferentcoveragesResolveissue onfirst callDiscussinc. rentalcoverageEnrollin e-policyBindPUPAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitAdditionallineProvideyourname andext.ASK toconduct anaccountreviewSellAmica'sValueRefer toinsuredby nameUseCompetitiveE.D.G.E.SolicitLifeReviewvehicleuse/avg.daily milesSolicitHOendo.AddPAFAcknowledgeinsured's FIDBuildrapportDiscussfeatures ofAmica.comSolicit inc.liabilitylimitsSentM.M.CardEnrollin ApayBindpolicysame dayExplainservicechargeEducateinsured ondifferentcoveragesResolveissue onfirst callDiscussinc. rentalcoverageEnrollin e-policyBindPUP

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