Private Beta

ElevateTDI

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Elevate your team's coaching game.

The coaching platform built for TDI sales managers. Diagnose skill gaps, practice real scenarios, track OKRs, and develop your managers — all in one place.

Skill Clusters Tracked

Role Levels Supported

GROW-I

Coaching Framework

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COACH-IT

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Built to Elevate Your Team

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Diagnose

6-axis skill radar charts identify exactly where each advisor needs help. AI-powered recommendations prioritize coaching focus.

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Practice

Bronze, Silver, and Gold scenario tiers with real client personas. Role-play with simulated conversations and manager debrief prompts.

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Coach

GROW-I structured coaching sessions with live note capture. Situational leadership playbook adapts to each advisor's stage.

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Cascade

VP and AVP strategies flow down through the hierarchy with tracking. Every level acknowledges and reports execution progress.

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Manager Development

Coaching isn't just for advisors. Track TM and GM coaching competencies with their own development plans.

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OKRs

Quarterly Objectives and Key Results cascade from team goals. Visual progress tracking keeps everyone aligned.

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Objection Library

7 real-world objections with root cause analysis, pivot strategies, common traps, and manager coaching prompts.

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5-Level Hierarchy

VP, AVP, Group Manager, Team Manager, Advisor — each role sees exactly what they need. Visibility cascades downward.

About the Platform

Built for TDI, by TDI

ElevateTDI is an internal coaching platform designed to strengthen how we develop our advisors and managers across the call centre.

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Our Purpose

Improve advisor confidence and competence in client conversations, while giving Team Managers and Group Managers structured plans to sharpen their own coaching capabilities.

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Who It's For

Every level of the call centre — from VP to front-line advisors. Each role gets a tailored view with the tools and data they need to drive performance.

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The GROW-I Framework

Our coaching sessions follow a structured 5-step model — Goal, Reality, Options, Will, and Insurance Check — ensuring every conversation is focused, actionable, and compliant.

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Internal & Secure

Access is restricted to @td.com and @tdinsurance.com email addresses. Email verification is required. All data stays within our organization.