How to Effectively Market a Dental Membership Plan
With a dental membership plan, you can bypass the complexities of insurance companies and appeal directly to patients who lack dental insurance, such as retirees, small business owners, and gig economy workers.
But deciding to offer memberships is just the start. Effectively marketing the plan is crucial for growing your practice, enhancing patient loyalty, streamlining administrative tasks, and increasing recurring revenue.
Here’s a step-by-step process to evaluate your practice's current status, establish growth objectives, and implement a marketing plan to promote dental office membership plans effectively.
5 key steps before your launch
1. Train your team
Before promoting a dental membership program, make sure your entire team is trained and aligned. Educate staff on the value of membership offers to uninsured patients and equip them with clear talking points. A well-informed team can confidently introduce your dental practice membership plans to every eligible patient.
2. Evaluate your website
Your website should serve as a central hub for your dental subscription plans. Make sure it’s:
- Easy to navigate
- Optimized for mobile devices
- Clearly lists services, locations, and contact info
- Personalized with staff bios and imagery
Add a dedicated page for your dental membership plan, including benefits, pricing, and a link to sign up.
3. Analyze patient demographics
Review patient data to identify your most promising target audiences: retirees, young families, small business employees, or millennials. Tailor your membership marketing to each group’s unique needs and objections.
4. Build community trust
A strong reputation helps convert awareness into appointments. Consider:
- Donating gift baskets to senior centers
- Sponsoring local sports teams
- Partnering with local PTAs or religious groups
Front desk staff can offer great insight into which local organizations your patients trust.
5. Set monthly and yearly goals
Define metrics such as:
- Percentage of uninsured patients enrolled
- Number of new members per month
- Increased production from members
Customize your marketing to highlight what different demographics value in dentist membership plans.
8 strategies to market your dental membership plan
1. In-office signage and print materials
Place brochures, flyers, and counter displays in your reception area and operatories. Ensure the materials:
- Highlight plan benefits clearly
- Include pricing (monthly and annual options)
- Feature a call to action
Train your team on talk tracks so they can confidently introduce the plan during check-in, checkout, or chairside discussions.
2. Empower your entire team to promote
Hygienists, assistants, and front desk staff should all understand and champion the plan. For example:
- Hygienists can mention preventive care savings
- Receptionists can help patients enroll during checkout
- Team members can answer FAQs and follow up with interested patients
3. Invest in digital advertising
Image Source: Instagram
Use Google Ads and Facebook Ads to reach local patients who are actively searching for dental coverage alternatives. Paid search campaigns can drive high-intent traffic to your dental membership plan landing page.
4. Launch an email campaign
Segment your email list to reach patients most likely to benefit, such as uninsured, inactive, or cost-sensitive. Highlight:
- Preventive care coverage
- Cost savings vs. traditional insurance
- Simple sign-up process
Include clear CTAs to learn more or enroll.
5. Send SMS reminders
If you already send appointment reminders via text, use SMS to introduce or promote your dental office membership plan. Focus on:
- Upcoming appointments
- Lapsed or uninsured patients
- Young families and older adults
Keep messages short and include a link to learn more.
6. Add website pop-ups
Use pop-ups to promote your dental membership plan to website visitors. The pop-up should:
- Appear on key service or pricing pages
- Highlight a limited-time offer or incentive
- Drive users to a sign-up or interest form
Kleer and Membersy provides a customizable widget that links directly to your membership landing page.
7. Promote through social media
Image: TikTok
Use platforms like Facebook, TikTok, Instagram, and Twitter to: Educate patients about membership benefits Share testimonials from current members Post reminders during seasonal promotions or open enrollment periods Use location tags and hashtags like #DentalMembershipPlan or #AffordableDentalCare to boost visibility.
8. Offer timely promotions
Image Source: Instagram
Create urgency with limited-time offers:
- 10–15% off the first year
- Free whitening for new members
- Family plan discounts Tailor promotions to your audience.
For example, single parents may appreciate monthly pricing, while retirees may respond to bundled care plans.
Bonus tips!
Leverage Word-of-mouth
Encourage current members to refer friends and family to the organization.
Partner with Local small businesses
Offer your dental membership plan as a low-cost employee benefit. Many small businesses can’t afford group dental insurance but would value a direct membership offer for staff.
Match messaging to audience preferences
- Retirees: Phone calls, printed mailers, in-person education
- Millennials: Email, text, social media, online enrollment
Analyze which methods work best and double down on top performers. Ready to grow your patient base and increase recurring revenue?
Request a demo of the Kleer and Membersy dental membership plan platform today.
This blog has been updated since its original publication on April 29, 2022
Related resources
Blog
DIY Dental Membership Plans vs. Kleer and Membersy. Which is Right for You?
We designed our integrated dental membership platform to help your practice launch, manage, and grow a profitable membership plan with ease.
01 May 2025
Read more
Blog
The Competitive Edge: Integration In Dental Plans
Are you staying ahead of your competition when it comes to integration with your dental membership plan? This is a necessary question to ask when thinking about your membership plan and the future of your practice.
08 Mar 2024
Read more
Blog
Engage Dormant and Uninsured Dental Patients with Kleer's Automated Marketing Feature
You can opt-in to Kleer’s automated marketing feature directly in your Practice Portal. When you enable this feature Kleer's proprietary integration solution automatically identifies patients in y
05 Sep 2023
Read more
Get started, today.
Our experts will show you how our advanced, cloud-based membership plan platform—coupled with resources, tools and support from the experts at Kleer, can bring your practice phenomenal results.
+
more visits
+
more treatment accepted
+
more production
+
more collections