CanadianSME Small Business Podcast

From Bootstrap to Brokerage Leader: Boardwalk’s Insurance Journey

Episode Notes

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. In this episode, we explore the transformative world of commercial insurance, focusing on how a leading Canadian brokerage is leveraging technology and innovative strategies to deliver tailored solutions for business owners.

Joining us is Michael Malfa, CEO and Co-founder of Boardwalk Insurance Corporation. With over 15 years of experience, Michael drives Boardwalk’s mission to build Canada’s most accessible and sophisticated brokerage platform, combining technology and expert guidance to elevate the client experience.

Key Highlights:

1. Scaling a Bootstrapped Business: Challenges and lessons from building a business from the ground up.
    
2. Evolving Insurance Landscape & Brokerage Role: How technology enables brokers to deliver tailored, transparent solutions.
    
3. Competitive Landscape & Future of Insurance: Key trends, opportunities, and the impact of technology on the industry.
    
4. Technology & Workforce Skills: How brokerages are reshaping skill requirements across sales, operations, and customer service.
    
5. Boardwalk’s Vision & Recent Achievements: Milestones, digital innovation awards, and the long-term strategy for growth and impact.

Special Thanks to Our Partners:

• RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.