Enrollin e-policySentM.M.CardBindpolicysame daySolicitHOendo.Discussfeatures ofAmica.comEducateinsured ondifferentcoveragesUseCompetitiveE.D.G.E.SolicitAdditionallineSolicit inc.liabilitylimitsASK toconduct anaccountreviewAcknowledgeinsured's FIDProvideyourname andext.AddPAFResolveissue onfirst callSolicitLifeBuildrapportAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Reviewvehicleuse/avg.daily milesRefer toinsuredby nameEnrollin ApayExplainservicechargeBindPUPSellAmica'sValueDiscussinc. rentalcoverageEnrollin e-policySentM.M.CardBindpolicysame daySolicitHOendo.Discussfeatures ofAmica.comEducateinsured ondifferentcoveragesUseCompetitiveE.D.G.E.SolicitAdditionallineSolicit inc.liabilitylimitsASK toconduct anaccountreviewAcknowledgeinsured's FIDProvideyourname andext.AddPAFResolveissue onfirst callSolicitLifeBuildrapportAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Reviewvehicleuse/avg.daily milesRefer toinsuredby nameEnrollin ApayExplainservicechargeBindPUPSellAmica'sValueDiscussinc. rentalcoverage

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