Brazil’s insurance market is undergoing a major transformation. With more than R$ 388 billion moved in 2023, according to CNseg data, the sector demands increasing technical qualification, regulatory updates and commercial agility.
For companies working with complex, highly regulated products, such as surety insurance, ensuring that employees and partners master the processes, rules and differentiators of each solution is essential to remain competitive.
It was in this context that BMG Seguros, a national reference in the segment, decided to invest in a new L&D strategy, adopting a digital training platform developed by Happmobi.
With more than 500 direct employees and a growing base of partner brokers spread across Brazil, BMG Seguros faced the challenge of centralizing and standardizing its training.
The company needed to ensure that all audiences — internal and external — had access to up-to-date information on regulations, products, policy management and good sales practices.
In addition, it was necessary to track each professional’s learning journey, respecting the sector’s regulatory requirements and complexity.
Happmobi came into play with a customized LXP platform that combines usability, data intelligence and flexibility for multiple profiles.
The solution allowed BMG to create specific training paths for each audience, with interactive, up-to-date content aligned with the brand’s language. In addition, the company gained full control over learning management, with real-time data, digital certifications and workflow automation.
“The project with BMG Seguros demanded technical depth and lightness in the experience. With our LMS platform, BMG can create paths that unify regulatory, commercial and institutional content — all within an intuitive, traceable and scalable flow.”
—Diego Arruda, CTO of Happmobi
The platform was customized to meet BMG Seguros’ technical and commercial needs, with features such as:
Segmented paths for brokers, internal teams and managers
A library with manuals, explainer videos, simulations and regulatory materials
Eligibility groups with automatic content distribution
Certificates with QR code and scheduled validity
Reaction assessments and tests with automatic feedback
Management panels with engagement data by region, team or partner
SSO integration and responsive access on mobile devices
Layout with BMG’s visual identity and experience adapted by profile
With the new digital training strategy, BMG Seguros projects a series of benefits for its operation and for its relationship with its partner network.
The expected result is:
Reduced onboarding time for new brokers and employees
Increased technical and commercial standardization across teams
Greater engagement in training and continuous content updates
Strengthened brand as a knowledge reference in the segment
Support for expanding the partner base with efficiency and consistency
Training became part of BMG’s value delivery — a differentiator connecting technical excellence to high-level service.
The partnership between BMG Seguros and Happmobi reinforces how a digital training platform can be decisive for the sustainable growth of companies operating in regulated, demanding and highly technical sectors.
In addition to the LXP, Happmobi offers other solutions that support the transformation of corporate education, such as the Tá Na Mão Catalog, which provides ready-made paths on topics such as service, sales, soft skills and leadership — with immediate application in corporate environments.
Other leading companies that also use Happmobi to accelerate their L&D journey include Cacau Show, Tecnisaand Serena Energia.
Request a demo and discover the potential of Happmobi’s platform to scale the knowledge of your team and your partners.
From the learner experience to manager governance: Happmobi’s features were designed to simplify L&D operations and accelerate learning results.