Pekin Insurance uses UltiPro Learning to Support Business Transformation

The insurer needed a learning management system that would let the company assign and track employee Web-based training.

(Image credit: Adobe Stock.)

Pekin Insurance (Pekin, Ill.), an insurer offering multiple lines of insurance in 21 U.S. states, is using Ultimate Software’s (Weston, Fla.) UltiPro Learning to train and develop its employees during an enterprise-wide transformation initiative, according to an announcement by the vendor.

Pekin Insurance, an Ultimate customer since 2011, is enhancing its technology platform with the objective creating an overall better digital experience for its agents, policyholders, and employees. As a result of these sweeping changes, half of the company’s employees must take development courses in order to keep their skills current, according to the Ultimate Software announcement. Pekin Insurance needed a learning management system that would let the company assign and track employee Web-based training.

“We selected UltiPro Learning because we knew we could rely on Ultimate’s exemplary customer service to help us launch and support this product,” comments Caitlyn Garman, HRIS analyst, Pekin Insurance. “Our UltiPro Learning launch specialist guided us through the process, and we completed our deployment in six weeks. Additionally, the project dashboard in the Customer Success Portal was a great platform to help us manage deployment tasks and to view administrative tools, including a launch toolkit with ideas for introducing the solution to employees.”

Extensive Participation

Three months after launch, the company had deployed learning courses to all of its more than 900 employees in areas such as compliance, leadership, and diversity, as well as the transformation-specific courses required for the group of 450 employees. Garman notes that employees have already accumulated over 1,150 combined training hours, with the extensive participation directly attributable to the platform’s user-friendly features.

“Each employee’s UltiPro Learning homepage has a calendar containing all of their assigned materials and courses, and this data can be exported to the employee’s Outlook calendar,” Garman comments. “UltiPro Learning’s integration with Outlook eliminates an extra manual step for employees and puts their development schedule front and center. UltiPro Learning also allows us to set up live, in-person sessions and provide a map of the location with GPS coordinates through the events feature. Additionally, the solution has a notification feature that will send employees reminders to complete their learning courses as their deadlines approach.”

Chris Phenicie, Chief Sales Officer, Mid-Market and Strategic, Ultimate Software.

Garman reports that UltiPro Learning also enables administrators to create and manage different curricula all in one place. With the option to group together specific courses into one curriculum, both employees and administrators avoid the challenge of navigating to and managing individual courses across an academy. UltiPro Learning even enables curricula to be automatically assigned to employees based on criteria such as department and job role. Furthermore, administrators at Pekin Insurance are taking advantage of the ability to track employee progress with a powerful reporting dashboard.

“UltiPro Learning makes it easy to pull reports showing who has completed which courses, their scores, and how long it took, all available immediately,” Garman adds. “We also rely on UltiPro Learning’s reporting dashboards to feed us valuable information, including the Employees Dashboard and Compliance Dashboard. The tool’s detailed and easy-to-access reports have saved our training coordinator hours that would otherwise be spent copying and manipulating data.”

Helping Employees Evolve with Their Jobs

“UltiPro Learning is the ideal tool for companies with immediate employee development and training needs, including in areas such as compliance and safety,” comments Chris Phenicie, chief sales officer, mid-market and strategic, Ultimate Software. “We are pleased that Pekin Insurance is using UltiPro Learning to help its employees evolve with their jobs, and that the solution is delivering a variety of administrative efficiencies.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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