New Energy Training: Helping Customers Find the Right Plan

June 16, 2021

A new training video from Stream is now available! The latest addition to the energy training series is an excellent resource no matter where you’re building. In it, Stream walks you through best practices for helping customers pick the perfect energy plan to fit their needs, including how to identify customer preferences and how to compare plans.


Make sure you’re all caught up on the full training series! Watch all videos below or find them in Kynect Central here:


Training Library > Services > Energy


NEW: Helping Your Customer Find the Right Plan



Northeast & Midwest Residential Enrollment Overview


Learn how to guide your customers through a seamless enrollment experience. In this video, Stream highlights the Residential Enrollment Checklist, ways to enroll, and the processes for enrolling online and by phone.





Texas Enrollment Holds Overview


As new Texas residential customers enroll, Stream may need to confirm some additional info with them before the enrollment can be finalized. This video explains how your customer can identify which enrollment hold they have and the quickest way to resolve it so they can start their service as soon as possible.



Texas Residential Enrollment Overview

Walk through the enrollment process step-by-step so you can help guide future customers as they sign up for energy services. You’ll learn about the Residential Enrollment Checklist, ways to enroll, and the processes for enrolling online and by phone.



Texas Stream for Business Overview

Learn how to differentiate between small and medium businesses, and see how the enrollment processes for each type of business differ. This video will also walk you through how to find your ideal business customers. Hint: It’s all about who you know!



Stream Energy 101: How Energy Works

Understanding the basics of energy can help you better serve your customers. Learn about types of energy, measuring usage, what it means to live in a deregulated market, production and delivery and more.



Stream Residential Energy Overview

Stream offers a wide variety of energy plans that can fit any customer’s lifestyle and budget. Get a better understanding of residential energy so you can help your customers find the perfect fit.






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