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