Marketing Blueprint Series: Build, Brand & Grow Your Insurance Business
Schedule
Thu Oct 02 2025 at 10:00 am to 02:30 pm
UTC-04:00Location
Factory Town USA Shopping Center | Westborough, MA

About this Event
Is your agency growing, or just getting by?
If your brand isn’t landing, your strategy feels scattered, or your partnerships aren’t opening doors—you’re not alone. But there’s a better way.
Join us at Build, Brand & Grow — a dynamic, in-person workshop for insurance professionals ready to elevate their agency with smart strategy, bold branding, and meaningful growth.
Led by 3 award-winning experts, this hands-on session will help you develop a clear plan, expand your network, and rethink how you lead and grow in today’s market.
What You’ll Learn:
✔ Connection Is Currency: How to build strong carrier and client relationships
✔ From Visibility to Value: Create a brand that speaks and sells
✔ Profit with Purpose: Design a plan that supports real, lasting growth
✔ Grow Together: Use partnerships and risk strategy to scale responsibly
What You’ll Walk Away With:
- A customized marketing blueprint tailored to your agency
- Proven strategies to attract clients and build a recognizable brand
- Insights on how to strengthen your carrier connections
- A fresh perspective on leadership, visibility, and growth
- Real-time feedback from seasoned experts
- A room full of powerful, like-minded professionals
Presented By:
✅ Mónica Adwani – Founder of NuRise Consulting, CEO of Breezy Seguros, Risk Strategist & Female Principal of the Year
✅ Racquel Knight – CEO of Own Your Legacy Ventures, Commonwealth Heroine & Branding Powerhouse
✅ Paulette Piñeiro – CEO of Unstoppable Latinas, Multicultural Marketing Expert & Speaker
✅ Special Guests from SAN Group – Carrier Access & Support Tools
🎟 Spots are limited—reserve yours now and walk away with more than just ideas. Walk away with a plan.
Agenda
🕑: 10:00 AM
Check-in + Welcome Coffee
Info: Doors open! Grab a coffee, check in, and get ready to connect with fellow agents, speakers, and industry leaders.
🕑: 10:30 AM
Opening Keynote: Profit with Purpose
Host: Mónica Adwani
Info: Start the day with a powerful keynote on designing a business plan that aligns with your values and drives sustainable growth. Learn how strategy and protection go hand in hand when scaling your agency with intention.
🕑: 11:30 AM
Masterclass: Own Your Brand
Host: Paulette Piñero
Info: Discover the must-haves for building a brand that lasts. From your message to your positioning, Paulette will walk you through how to craft a brand identity that connects with cliente and creates real growth.
🕑: 12:30 PM
Networking Lunch
Info: Enjoy a delicious lunch while networking with other agents, speakers. Take this time to ask questions, share insights, and build relationships that matter.
🕑: 01:00 PM
Masterclass: Marketing That Moves
Host: Racquel Knight
Info: Learn how to build a marketing strategy that works for you. Racquel will share the keys to bold, multicultural marketing and how to delegate with confidence so your marketing finally fuels growth—not stress.
🕑: 01:30 PM
Workshop: Connection Is Currency
Host: SAN Group
Info: This interactive session focuses on how to grow through partnerships and carrier relationships. Learn how connection becomes leverage and how to align yourself with networks that support your expansion.
🕑: 02:00 PM
Closing Remarks + Action Planning
Info: Wrap up the day with final insights and a blueprint you can put to work right away. Leave with clarity, purpose, and a plan to grow your agency.
Where is it happening?
Factory Town USA Shopping Center, 1 Oak Street, Westborough, United StatesEvent Location & Nearby Stays:
USD 200.00
