Case Study: Upward Bound Training Solutions achieves California insurance compliance with KMI Learning's custom LMS

A KMI Learning Case Study

Preview of the Upward Bound Training Solutions Case Study

Upward Bound Training Solutions - Customer Case Study

Upward Bound Training Solutions (UBT), a provider of California insurance licensing exam preparation, faced a critical challenge. Their existing, out-of-the-box Learning Management System (LMS) was too rigid to meet the state's strict compliance rules for tracking training hours and validating course completion, putting their business at risk of being shut down. KMI Learning provided the solution with a fully customized LMS.

KMI Learning delivered a custom-built LMS featuring granular time-tracking, on-demand compliance reporting, and specialized user activity logs. This solution not only ensured UBT's compliance but also delivered significant long-term value. The results were substantial, with the platform now supporting 15,000 courses accessed and over 65,000 logins per month, transforming UBT into a thriving and sustainable business.


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