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Created by Jadwin Williams
Created on Mar 27, 2025

Adding birthdays and anniversaries to the Retention Agenda daily emails

In the retention agenda email that goes out make birthdays and anniversaries visible so managers can reach out to their own agents to congratulate them.

Jobs To Be Done

In the retention agenda email that goes out make birthdays and anniversaries visible so managers can reach out to their own agents to congratulate them.

Pain

Not being on top of retention birthdays and anniversaries

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  • Admin
    Brokerkit Product Management
    Reply
    |
    Mar 27, 2025

    Jadwin,

    Thanks for submitting this idea! We moved this idea to the status of Future Consideration to see what type of additional interest it gets in terms of votes from our user community. We use the votes to help prioritize our product roadmap using a community-driven product development approach.

    Have a great day!

    Brokerkit Product Team