In this episode, Jason Cass interviews Patrick Murakami, a forward-thinking insurance agency owner, about his journey from corporate to entrepreneurship, innovative marketing strategies, and the future of AI in the insurance industry. They explore how to leverage social media, AI tools like Claude and ChatGPT, and build scalable, sellable agencies.

Key Topics:

Patrick's decade at Progressive and pitching VoIP technology to corporate
The USAA phone call that pushed Patrick to go independent
Growing a $5 million agency on $260 in total ad spend through Facebook
Why introducing clients to custom GPTs is still an uphill battle
AEO and GEO: how AI searchability differs from traditional SEO
Backlink networks and AI-searchable directories as a ranking strategy
Using AI to build SOPs as the smartest entry point for most agents
Why SOPs directly affect agency valuation and exit readiness
Targeting the military PCS market and expanding to 25 states
Patrick's book The Human Advantage and building the trust stack alongside the tech stack

Reach out to:

Visit Website:

Produced by PodSquad.fm