TPG’s Director of Sales Operations and Innovation Mark Rose is championing a nimble, people-first approach to technology adoption – one that’s already paying off through the firm’s partnership with BrokerTech Ventures (BTV).

As one of 30 owners of BTV, TPG contributes to a shared mission: fund and pilot insurtech innovations that reduce friction, streamline internal processes, and enhance client experiences. With half of the $100,000 annual investment going toward BTV operations and the other half supporting a startup accelerator, the program is a launchpad for breakthrough solutions.

Speed, Strategy, and Selectivity
BTV begins with around 150 startup applicants annually. TPG’s review team – Mark, along with Betsy Stumme, Executive VP of Customer Experience & Operational Efficiency; Tim Anderson, Managing Director of IT & Operations; and Jarett Stewart, Director of Commercial Lines Sales & Carrier Relations – helps narrow the field to a final cohort of 10. TPG then typically adopts one to three startups for pilot programs, business coaching, and more.

Several cutting-edge tools have already begun to reshape workflows at TPG:

  • PowerBroker.ai – Compresses 6–12 hours of policy review into five minutes with over 95% accuracy. Also serves as a producer training tool and compliance checker.
  • When – Provides offboarding support for departing employees, reducing COBRA-related costs for self-funded employers. TPG is working on a pilot engagement with When.
  • Feathery – Converts carrier PDFs into branded benefits proposals in minutes, saving around four hours of analyst time per case. As of June, we are working on an engagement with our EBD enterprise team and in a pilot program with one of our sales teams.
  • Stitch Studio – A forward-looking AI assistant that could one day handle meetings, notes, and task follow-up.

“This isn’t about replacing people,” says Mark. “It’s about eliminating manual or redundant tasks, which will allow our people to do work of a higher value for our clients.”

More Than Technology: A Culture of Shared Intelligence
Through BTV, TPG gains not just access to new tools, but also peer collaboration. “Blue sky innovation is about solving universal problems – without competing on the answers,” Mark explains. Firms openly share pilot results and lessons learned – something rarely possible outside this trusted network.

These shared “blue sky” solutions, like automation and AI-driven analytics, create efficiency gains across the industry without infringing on competitive edges like client experience or pricing models.

Supporting People, Enhancing Possibility
Mark believes AI is advancing faster than many assume, already embedded in everyday tools from search engines to healthcare robotics. The goal isn’t perfection – it’s measurable improvement over human error. “Think buggy whips and train conductors,” he says. “It’s not job loss – it’s job evolution.” His message is clear: with the right mindset, AI enhances human work, shifts roles toward strategy and client service, and future-proofs the way TPG operates.

Mark emphasizes the human-centric approach to technology adoption, with a personal disclaimer: “I’m not a tech guy, I’m a people guy.” He envisions AI as a tool that augments human capabilities, allowing professionals to focus on strategic, client-facing roles. As usual, TPG is owning its commitment to embracing innovation that enhances both employee experience and client outcomes.

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