Getting the Most Out of Your KnowBe4 Subscription

Maximizing Your KnowBe4 Investment: Unlocking the Full Value of Your Subscription

When organizations invest in KnowBe4, they’re often focused on phishing simulations and security awareness training. While those are foundational components, they represent only part of the platform’s full value.

The true return on investment comes from leveraging the broader ecosystem of tools available within your subscription, transforming a simple training platform into a comprehensive human risk management program.

Let us explore some of the extended capabilities that help organizations get the most out of KnowBe4 while strengthening security culture across the enterprise.

Go Beyond Email: Real-World Social Engineering Testing

Vishing & Callback Phishing

Phishing doesn’t stop at the inbox, and neither should your testing strategy.

With vishing (voice phishing) and callback phishing simulations, KnowBe4 can call your employees directly to assess whether they would divulge sensitive information over the phone.

These simulations:

  • Identify weaknesses in verification processes

  • Reinforce policies around sharing credentials or MFA codes

  • Prepare employees for real-world phone-based scams

Callback phishing is particularly impactful because it mimics real attack methods, an email prompts the employee to call a number, where social engineering tactics are deployed. It moves awareness training from theory into lived experience.

Physical Security Tests: Testing Human Curiosity

USB Drop Campaigns

What happens if a USB drive is left in your parking lot or lobby?

KnowBe4 can conduct USB drop tests to determine whether employees will plug in unknown devices. You can even go a step further with custom-branded USB drives to increase realism and test how brand familiarity impacts behavior.

If a device is plugged in, engagement is tracked—providing valuable insights and coaching opportunities.

QR Code Phishing Simulations

QR codes are now common across business environments. Attackers know this.

Organizations can:

  • Create and deploy internal QR-based phishing campaigns

  • Partner with Orion Secure to mail professionally designed fake materials that encourage employees to scan malicious test codes

This approach helps employees build habits around verifying sources before scanning—closing a rapidly growing attack vector.

Behavior Reinforcement That Drives Results

Second Chance Training

When an employee fails a phishing test, timing matters.

Second Chance delivers immediate, contextual micro-training right at the time of failure. Rather than waiting for a quarterly training session, users receive quick reinforcement while the lesson is fresh.

This approach significantly reduces repeat click rates and promotes lasting behavioral change.

PasswordIQ

Weak passwords remain one of the largest security risks.

PasswordIQ scans Active Directory for weak, reused, or compromised passwords and provides insight into password hygiene across the organization.

It enables IT teams to:

  • Identify risky password behaviors

  • Strengthen password policies

  • Reduce exposure to credential-based attacks

It’s a powerful, often underutilized component of a mature security program.

Automation & Administrative Efficiency

Active Directory / Entra Integration

Integrating KnowBe4 with Active Directory or Microsoft Entra ID enables:

  • Automatic user provisioning and deprovisioning

  • Group-based training assignments

  • Reduced administrative overhead

  • Improved reporting accuracy

Automation ensures your security awareness program scales seamlessly as your organization grows.

Keeping Security Top of Mind

Scam of the Week & Security Tips Newsletter

Consistency drives culture.

KnowBe4’s Scam of the Week and Security Tips & Tricks newsletters provide ongoing communication about emerging threats and practical best practices.

These resources:

  • Reinforce training between campaigns

  • Highlight real-world attack examples

  • Keep security relevant without overwhelming employees

Security becomes part of everyday conversation, not just an annual compliance task.

Posters & Flyers

Visual reminders matter.

Posters and printable materials placed in common areas reinforce key security messages, promote the Phish Alert Button, and maintain visibility of your awareness program.

Security culture thrives when it is consistently visible.

Empowering Employees as the First Line of Defense

Phish Alert Button (PAB)

The Phish Alert Button transforms employees from potential targets into active defenders.

With one click, users can:

  • Report suspicious emails

  • Remove them from their inbox

  • Alert IT or security teams immediately

This builds strong reporting habits and provides early warning of real threats.

Testing Technical Controls Alongside Human Risk

Microsoft Secure Configuration Assessment (MSA)

MSA evaluates your Microsoft 365 security posture and identifies configuration gaps that could expose your organization to risk.

RanSim (Ransomware Simulator)

RanSim safely simulates ransomware behavior within your environment to confirm whether your defenses detect and block malicious activity.

Together, these tools help ensure that your technical controls align with your human-focused security efforts.

Policy Management & Compliance Tracking

KnowBe4 also supports policy and compliance management by allowing you to:

  • Upload policies and important documents

  • Assign them for employee review

  • Track acknowledgments and approvals

  • Maintain audit-ready reporting

This streamlines compliance initiatives and ensures documentation is tied directly to user accountability.

Customizing Your Training Experience

Upload Custom Videos

Every organization has unique risks and internal policies.

KnowBe4 allows you to upload custom training videos tailored to your environment. This flexibility enables you to:

  • Address organization-specific threats

  • Reinforce internal policies

  • Communicate about recent incidents

  • Deliver leadership messaging

Customized content increases relevance and engagement—making training more impactful.

The Bottom Line: Turning a Platform Into a Strategy

A KnowBe4 subscription is far more than phishing simulations. When fully utilized, it becomes a comprehensive security awareness and human risk management ecosystem.

Organizations that leverage these extended features consistently achieve:

  • Reduced phishing click rates

  • Increased reporting rates

  • Stronger password hygiene

  • Improved audit readiness

  • Higher employee engagement

The difference isn’t just having the platform; it’s using it strategically.

When thoughtfully deployed, these capabilities transform security awareness from a compliance checkbox into a measurable business advantage. So if any of these items sound like a quick and easy win to increase your security posture utilizing KnowBe4, reach out to Orion Secure, we are always here to help!