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Assisting Insurance Agents to Excel, Thrive & Learn With Our Continuing Education Courses
Our courses will prepare you today with the knowledge to better understand the insurance industry of tomorrow. New courses continuously being offered for producers.
Codie Holpp | Owner & Facilitator
Codie Holpp is passionate about helping people in the insurance industry, teaching pre-licensing education classes, and assisting insurance professionals gain more knowledge with post-licensing continuing education. Her continuing education courses explore interesting concepts designed to build a strong foundation for those that are new to insurance and provide a wide breadth and depth of knowledge for those with more experience.
Codie has 11 years of experience in the insurance industry and a B.A. from the University of New Mexico. Although Codie’s original background was in the health insurance industry, she works today for a local NM agent, primarily servicing auto and homeowner’s policies. She is most passionate about helping customers navigate the claims process when they run into challenging circumstances.
We Understand You!
We understand what your workload is like, what your client asks, and what active insurance producers need. We work in an agency every week, just like you. We understand the pressures of your position, the interactions between clients, underwriters, and agency team members. Based upon that perspective, our team has the ability to talk in layman’s terms about insurance concepts, creating interesting courses designed to build and diversify your insurance understanding.
We provide monthly pre-licensing courses for those seeking their Life/Health or Property/Casualty producer license or adjuster license. We offer online training videos and practice exams, a study guide, and a live review session with the instructor.
Real life experience makes the difference. Contact us at 505- 677-5158 or codie.yie@yahoo.com.
Property & Casualty Continuing Education Bundle
Auto Insurance Ethics (3 hours CE)
An Instructor Led Class designed to explain an Auto Insurance Producers’ fiduciary responsibility and legal requirements including case studies and real life application of the concepts.
Liability and Claims and Lawsuites. Oh My! MY! (6 hours CE)
Learn insurance terminology, personal liability issues, and the claims process including the legal process. Develop an understanding of different client segments and how you can best assist them to gain a higher level of protection.
Technology, Products & The Insurance Industry (8 hours CE)
Learn about the new innovations, ranging from drones to self-driving cars. Understand how these interesting new industries are challenging the insurance industry and regulations surrounding them.
Wildfires (7 hours CE)
Understand wildfires, fire seasons, homeowners’ options, and catastrophe readiness. Prepare your clients on the issues surrounding wildfires and explore 5 different case studies.
Other Training Opportunities
In-Person Team Continuing Education to Meet the New CE Requirement
3 Hour Continuing Education Class Brought to You (12 student minimum)
Executive Business Review
Independent ½ Day Consultation Including Business Plan & System Review
Business Coaching & Mentoring
Implementation of Best Practices In An Agency
Testimonials
I’ve known Chris Martin for over 30 years. Chris is smart, communicates clearly, and engages her students in the subject matter. Chris has trained hundreds of people in principles of insurance whether for licensing or continuing education. When I have a training need, I ALWAYS use Chris. She is, literally, the best”
Steve KunkleState Farm Agent
We have used Chris Martin's P&C and Life & Health test preparation classes for 5+ years at our family agency. She develops her own materials and offers interactive classes in our area. Chris is willing to help her students even after the classroom sessions have ended which is a great plus to her business format. Chris has a high level of business acumen, she is very responsive and would recommend her test preparation classes!
Tina JacobsQuezada Jacobs Family Agency, LLC 
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Book Continuing Education
Interested in having Codie teach a team continuing education course? Classes are being organized on a monthly basis. Fill in the information below and we will contact you shortly.