Maximize Marketing Impact Through Membership Plan Integration
by Stacey Palek
Membership plans have transformed how patients engage with care.
These plans offer patients an alternative to traditional insurance, providing access to preventive care and savings on treatments for a monthly or annual fee. It’s a win-win, patients get access to the care and treatment that they want and need, while your practice revenue is based on the full scope of treatment and services that you provide.
Where some front office teams struggle to build momentum is in marketing their plan to patients. They do not have the time or budget to invest in building a comprehensive marketing strategy. Even when a promotional initiative is implemented, teams are often too busy running day-to-day operations to always sustain activity.
That’s where an integrated solution can come into play.
What is Dental Membership Plan Integration?
Dental membership plan integration is the process of enabling patient data to flow between your practice management software and your membership platform. This means patients’ information (full name, email, address, and phone), payments, benefits, and more can be managed seamlessly across systems.
What Are the Top Membership Plan Marketing Capabilities?
Many membership plan solutions boast integration capabilities designed to save your team time. However, Kleer and Membersy are one of the very few—if not the only membership solution that can automatically market your plan to patients.
Automated Email Marketing
Through PMS integration, Kleer and Membersy identify patients’ insurance status and the last time they visited your practice to enroll them in a tailored email sequence. We reach out to three key groups to invite them to join your plan:
- Active uninsured: Patients who have visited your practice in the last year who don’t have insurance.
- Inactive uninsured: Patients who haven’t visited your practice in the last year who don’t have insurance.
- Inactive insured: Patients who haven’t visited your practice in the last year whose insurance status has likely changed.
Brand Personalization
It’s important for patients to engage with your brand across the entire membership plan experience. Your patients trust you. When marketing communications reflect your colors, logos, and images, and appear to come directly from your practice, they carry the weight of your established relationship and credibility.
Patients are more likely to respond to communications from a practice they know and trust vs your membership plan partner who they may be unfamiliar with.
Reporting and Analysis
Automated marketing performance reports provide a monthly analysis of the effectiveness of email marketing campaigns by segment (Active Uninsureds, Inactive Uninsureds, Inactive Insureds) and measures the influence of these campaigns on membership plan sales.
Save Time and Get More Out of Your Marketing Spend
Dental practices are increasing their marketing spend, investing 12% or more of gross revenue. Yet, on average, only 40% of new patients complete a second appointment and stay with a practice. We see this happen a lot with practices who regularly market one-time promotions or discounts, causing leakage that costs a lot of time and money.
Automated membership plan marketing works to maximize patient potential and establish a long-term recommitment to your practice, driving more visits and treatment acceptance — with no additional effort required.
Kleer and Membersy take writing content, segmenting your audience, building email sequences, and tracking performance off your plate. Plus we have a proven track record for success.
Practices that enabled Kleer and Membersy’s automated marketing feature saw a 55% increase in membership sales.*
*Data from a 2024 Kleer and Membersy analysis.
AADOM, Save Big When You Partner with Kleer and Membersy
Whether you are taking the first step towards creating a new membership plan or seeking to improve the performance of your existing one, you can trust Kleer and Membersy to provide the expert strategy and support for a seamless integration into your practice.
Ask about our exclusive savings only for AADOM members when you book a consultation.
About the Author
Stacey Palek
As the Content Marketing Strategist at Kleer and Membersy, Stacey brings over 7 years of expertise in B2B and healthcare content creation.
Harnessing her experience, she works to craft actionable resources for dental teams to help fuel their growth.
