Solicit inc.liabilitylimitsEnrollin e-policySellAmica'sValueBindPUPSolicitAdditionallineProvideyourname andext.ExplainservicechargeEducateinsured ondifferentcoveragesResolveissue onfirst callAcknowledgeinsured's FIDAddPAFBindpolicysame dayReviewvehicleuse/avg.daily milesRefer toinsuredby nameAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitLifeEnrollin ApaySentM.M.CardDiscussfeatures ofAmica.comSolicitHOendo.Discussinc. rentalcoverageUseCompetitiveE.D.G.E.BuildrapportASK toconduct anaccountreviewSolicit inc.liabilitylimitsEnrollin e-policySellAmica'sValueBindPUPSolicitAdditionallineProvideyourname andext.ExplainservicechargeEducateinsured ondifferentcoveragesResolveissue onfirst callAcknowledgeinsured's FIDAddPAFBindpolicysame dayReviewvehicleuse/avg.daily milesRefer toinsuredby nameAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SolicitLifeEnrollin ApaySentM.M.CardDiscussfeatures ofAmica.comSolicitHOendo.Discussinc. rentalcoverageUseCompetitiveE.D.G.E.BuildrapportASK toconduct anaccountreview

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