SolicitLifeProvideyourname andext.Refer toinsuredby nameEnrollin ApayDiscussfeatures ofAmica.comEducateinsured ondifferentcoveragesSolicit inc.liabilitylimitsSellAmica'sValueUseCompetitiveE.D.G.E.SolicitAdditionallineAcknowledgeinsured's FIDASK toconduct anaccountreviewSolicitHOendo.AddPAFEnrollin e-policyBindpolicysame dayBuildrapportDiscussinc. rentalcoverageAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SentM.M.CardBindPUPReviewvehicleuse/avg.daily milesResolveissue onfirst callExplainservicechargeSolicitLifeProvideyourname andext.Refer toinsuredby nameEnrollin ApayDiscussfeatures ofAmica.comEducateinsured ondifferentcoveragesSolicit inc.liabilitylimitsSellAmica'sValueUseCompetitiveE.D.G.E.SolicitAdditionallineAcknowledgeinsured's FIDASK toconduct anaccountreviewSolicitHOendo.AddPAFEnrollin e-policyBindpolicysame dayBuildrapportDiscussinc. rentalcoverageAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)SentM.M.CardBindPUPReviewvehicleuse/avg.daily milesResolveissue onfirst callExplainservicecharge

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