SolicitLifeAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)ASK toconduct anaccountreviewSellAmica'sValueBindpolicysame dayDiscussinc. rentalcoverageProvideyourname andext.Solicit inc.liabilitylimitsUseCompetitiveE.D.G.E.Acknowledgeinsured's FIDDiscussfeatures ofAmica.comExplainservicechargeSolicitHOendo.SolicitAdditionallineAddPAFEnrollin e-policyResolveissue onfirst callSentM.M.CardEducateinsured ondifferentcoveragesRefer toinsuredby nameEnrollin ApayBindPUPBuildrapportReviewvehicleuse/avg.daily milesSolicitLifeAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)ASK toconduct anaccountreviewSellAmica'sValueBindpolicysame dayDiscussinc. rentalcoverageProvideyourname andext.Solicit inc.liabilitylimitsUseCompetitiveE.D.G.E.Acknowledgeinsured's FIDDiscussfeatures ofAmica.comExplainservicechargeSolicitHOendo.SolicitAdditionallineAddPAFEnrollin e-policyResolveissue onfirst callSentM.M.CardEducateinsured ondifferentcoveragesRefer toinsuredby nameEnrollin ApayBindPUPBuildrapportReviewvehicleuse/avg.daily miles

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