Currently, I manage a group of 15 licensed insurance agents. I’ve been doing it for only a year and a half. And, for that timeframe, my team has stayed fairly static. The operations team is interested in shifting my role which would up-end this dynamic.

Instead, I would have a team of roughly 30-40 agents who are fresh out of training. I would oversee 4-5 development positions (who I could delegate work to for roughly 20 hours per week) in order to help usher the development of these new agents. After 4-8 weeks, these new agents would move on to other teams. This is all about turnover and development.

I’ve never come here or gone anywhere else for advice. But, I find myself needing to establish order...because the pure amount of administrative work that comes with such a big increase in numbers seems daunting.

I’ll take any advice. But I’m most interested in tools/methods you all use for organization and prioritization.