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.