Know your customer (KYC) Training for insurance brokers
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Know your customer (KYC) training more fun with polls, word clouds, spinner wheels and more
Works inside your existing PowerPoint presentation
Install the StreamAlive app for PowerPoint and see your slides come to life as people participate in your interactions
AI generates audience interactions for you
Let our AI scan your presentation and automatically come up with relevant questions based on the content. Or spend two hours coming up with your own questions, your choice!
Built to work with MS Teams and Zoom
Native apps for Teams and Zoom so you never have to leave your existing workflows
No QR Codes
Chat-powered interactions means your audience doesn’t need to scan QR codes or look at another screen to participate. They just type in the chat!

Quickly approved by your IT team
StreamAlive’s apps for Teams and Zoom means that they have been through rigorous quality assurance and client safety reviews. You’ll find everything an IT team needs to approve the app within the organization within your StreamAlive account.

You've been asked to conduct Know Your Customer (KYC) training for insurance brokers and you want to make the session fun and interesting. Let's see how to make that happen.
Put Your Audience on the Map
Break the ice in your KYC training by using Magic Maps. Start by asking, "Where are you joining us from?" Watch as pins populate the map in real-time, forging a visual connection among participants. It's also a nifty way to ask where your trainees would love to expand their client base or learn about regions they believe require special attention in insurance.

Gauge Their KYC Knowledge
Use Rating Polls to figure out the groups understanding of KYC. Ask, "On a scale of 1 to 10, how confident are you in your KYC knowledge?" It gives you instant feedback on their expertise and helps you tailor your session accordingly, addressing areas that need more focus.

KYC Feelings at a Glance
With a Word Cloud, quickly learn how your audience feels about KYC training. Are they excited, worried, or indifferent? Pop the question - "What's the first word that comes to mind when you think of KYC?" This helps you assess the emotional temperature of the room and adjust the level of engagement as needed.

The KYC Impact Chat
With Talking Tiles, ask participants to share how KYC affects their job roles. As the messages cascade down the screen in a dynamic Tetris-style visual, responses become part of a live performance, encouraging even the quiet ones to type in.

KYC Curiosities Discovered
Poll your audience to uncover what aspects of KYC intrigue or baffle them the most. Run a quick poll: "Which part of KYC do you find most challenging and wish to know more about?" This not only involves your trainees but directs your sessions flow to address their curiosities.

Let Fate Pick a Speaker
Use the Spinner Wheel to choose a volunteer to elaborate on a KYC concept or share a real-life experience. Its an exhilarating way for spontaneous participation and takes the pressure off self-selection, leaving it to chance instead.

Check KYC Knowledge
Inject a little competition with a KYC quiz. Ask a multiple choice question to the group "Whats the primary purpose of KYC?" Participants select the answer in chat, and StreamAlive instantly tallies the results, letting you reveal the correct choice right away.

Gauge Their KYC Knowledge
Use Rating Polls to figure out the groups understanding of KYC. Ask, "On a scale of 1 to 10, how confident are you in your KYC knowledge?" It gives you instant feedback on their expertise and helps you tailor your session accordingly, addressing areas that need more focus.

Effortless KYC Q&A
With StreamAlive, manage your Q&A without hiccups. It automatically gathers questions from the chat, meaning you dont miss a thing. Dive right into answering without the hassle of sorting through endless messages.

Analyze & Optimize
With StreamAlives analytics, see who was most engaged during your KYC session and where you grabbed the most attention. Share these insights with your team over email or on Teams, helping you refine your approach for future sessions.











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Know your customer (KYC)
training,
it can also be used for any instructor-led training session
Explore similar traingin ideas: unlocking the potential of StreamAlive
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Interactions in action
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