Jenesis Agency Management System gives you an easy way to create and modify agency procedures.   You can even create action steps and assign them to specific agents.

Step 1:  Click Tools and Procedures

Step 2:  Click the Add New Procedure Button

Step 3;  Create a Description and Action Steps and assign these to the correct agent

Remember once a Procedure and Action Steps are created they can easily be modified by highlighting the Procedure and clicking the Modify Button.