AddPAFEnrollin ApayResolveissue onfirst callDiscussinc. rentalcoverageASK toconduct anaccountreviewRefer toinsuredby nameReviewvehicleuse/avg.daily milesBuildrapportSolicitAdditionallineSolicit inc.liabilitylimitsSentM.M.CardEnrollin e-policyBindPUPSolicitHOendo.UseCompetitiveE.D.G.E.Provideyourname andext.Discussfeatures ofAmica.comBindpolicysame dayAcknowledgeinsured's FIDAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesExplainservicechargeSolicitLifeSellAmica'sValueAddPAFEnrollin ApayResolveissue onfirst callDiscussinc. rentalcoverageASK toconduct anaccountreviewRefer toinsuredby nameReviewvehicleuse/avg.daily milesBuildrapportSolicitAdditionallineSolicit inc.liabilitylimitsSentM.M.CardEnrollin e-policyBindPUPSolicitHOendo.UseCompetitiveE.D.G.E.Provideyourname andext.Discussfeatures ofAmica.comBindpolicysame dayAcknowledgeinsured's FIDAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesExplainservicechargeSolicitLifeSellAmica'sValue

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