Enrollin ApayAcknowledgeinsured's FIDSolicit inc.liabilitylimitsSellAmica'sValueAddPAFDiscussinc. rentalcoverageSentM.M.CardSolicitLifeReviewvehicleuse/avg.daily milesProvideyourname andext.Acknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesBindPUPASK toconduct anaccountreviewExplainservicechargeBuildrapportRefer toinsuredby nameSolicitAdditionallineBindpolicysame dayDiscussfeatures ofAmica.comSolicitHOendo.UseCompetitiveE.D.G.E.Enrollin e-policyResolveissue onfirst callEnrollin ApayAcknowledgeinsured's FIDSolicit inc.liabilitylimitsSellAmica'sValueAddPAFDiscussinc. rentalcoverageSentM.M.CardSolicitLifeReviewvehicleuse/avg.daily milesProvideyourname andext.Acknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesBindPUPASK toconduct anaccountreviewExplainservicechargeBuildrapportRefer toinsuredby nameSolicitAdditionallineBindpolicysame dayDiscussfeatures ofAmica.comSolicitHOendo.UseCompetitiveE.D.G.E.Enrollin e-policyResolveissue onfirst call

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