Upward Bound Training
Detailed Student Activity View
The Challenge
Upward Bound Training Solutions (UBT) provides exam preparation and continuing education to help individuals pass the California state insurance licensing exams. Their mission was being undermined by a rigid, out-of-the-box LMS that could not adapt to their highly specific compliance needs.
The State of California strictly audits Insurance Claims Adjustor training, requiring providers to:
- Validate that training was completed properly
- Track the exact number of hours spent in training by each individual
UBT’s existing LMS lacked the customization to meet these standards, leaving the company non-compliant and at risk of being forced out of business.
The Solution
UBT partnered with KMI Learning, who delivered a fully customized LMS designed specifically to meet California’s strict compliance rules.
Key features included:
- Granular time-tracking to ensure learners met state-mandated training hours
- On-demand compliance reports to satisfy state audits instantly
- Specialized user activity logs for complete visibility
- Custom e-commerce functionality with coupon code support
- Unique branding and user interface to reflect UBT’s identity
By going beyond UBT’s original requirements, KMI provided a solution that not only restored compliance but also added long-term business value.
eCommerce Coupon Interface
Student Status Summary
The Outcome
Over seven years of partnership, UBT’s custom LMS has required only minor bug fixes, demonstrating its stability and scalability. The results speak for themselves:
- 15,000 courses accessed per month
- 65,000+ logins monthly
From nearly closing its doors, UBT has become a thriving training provider with a sustainable, compliant LMS foundation—proving that the right customization can save and scale a business.