Educateinsured ondifferentcoveragesResolveissue onfirst callAddPAFSolicitLifeBindPUPASK toconduct anaccountreviewSolicit inc.liabilitylimitsProvideyourname andext.Reviewvehicleuse/avg.daily milesUseCompetitiveE.D.G.E.SentM.M.CardDiscussfeatures ofAmica.comSolicitHOendo.ExplainservicechargeSellAmica'sValueDiscussinc. rentalcoverageBindpolicysame dayRefer toinsuredby nameEnrollin e-policyAcknowledgeinsured's FIDSolicitAdditionallineBuildrapportEnrollin ApayAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)Educateinsured ondifferentcoveragesResolveissue onfirst callAddPAFSolicitLifeBindPUPASK toconduct anaccountreviewSolicit inc.liabilitylimitsProvideyourname andext.Reviewvehicleuse/avg.daily milesUseCompetitiveE.D.G.E.SentM.M.CardDiscussfeatures ofAmica.comSolicitHOendo.ExplainservicechargeSellAmica'sValueDiscussinc. rentalcoverageBindpolicysame dayRefer toinsuredby nameEnrollin e-policyAcknowledgeinsured's FIDSolicitAdditionallineBuildrapportEnrollin ApayAcknowledgemajor lifeevent (ex: newhome,marriage, etc.)

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