Educateinsured ondifferentcoveragesBindPUPProvideyourname andext.Bindpolicysame dayEnrollin e-policyDiscussfeatures ofAmica.comEnrollin ApaySolicitHOendo.Acknowledgemajor lifeevent (ex: newhome,marriage, etc.)Discussinc. rentalcoverageSolicit inc.liabilitylimitsAddPAFResolveissue onfirst callASK toconduct anaccountreviewSentM.M.CardReviewvehicleuse/avg.daily milesSolicitAdditionallineBuildrapportAcknowledgeinsured's FIDSellAmica'sValueExplainservicechargeUseCompetitiveE.D.G.E.SolicitLifeRefer toinsuredby nameEducateinsured ondifferentcoveragesBindPUPProvideyourname andext.Bindpolicysame dayEnrollin e-policyDiscussfeatures ofAmica.comEnrollin ApaySolicitHOendo.Acknowledgemajor lifeevent (ex: newhome,marriage, etc.)Discussinc. rentalcoverageSolicit inc.liabilitylimitsAddPAFResolveissue onfirst callASK toconduct anaccountreviewSentM.M.CardReviewvehicleuse/avg.daily milesSolicitAdditionallineBuildrapportAcknowledgeinsured's FIDSellAmica'sValueExplainservicechargeUseCompetitiveE.D.G.E.SolicitLifeRefer toinsuredby name

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