Let’s Get Real—You’re Not Selling Insurance. You’re Selling Freedom.
Let’s talk about how to sell a dental membership plan to patients!
Here’s the deal:
Most dental teams treat membership plans like an awkward conversation.
They whisper it at checkout, hand over a pamphlet, and hope the patient doesn’t ask questions.
That’s not selling—that’s hiding.
If you’ve ever wondered how to sell a dental membership plan to patients without feeling pushy or awkward, here’s your straight-shooting, no-fluff guide.
Dr. Roth’s Team Couldn’t Sell Water in a Desert—Until They Got a System
Dr. Jenna Roth had a good membership plan on paper:
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$35/month
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Preventive care included
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30% off treatment
It should’ve been a slam dunk. But no one was buying.
Turns out her team didn’t know:
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How to present it
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What made it valuable
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How to close with confidence
Fast-forward a few small changes:
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BoomCloud™ to manage everything
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A simple, clear pitch
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A little team training and tracking
Now?
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1,100+ members
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$37K/month in recurring revenue
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Patients are sticking around AND saying yes to treatment
It wasn’t magic. It was execution.
Step-by-Step: How to Sell a Dental Membership Plan Without Feeling Weird
Step 1: Get Clear on the Offer
People buy clarity. If you can’t explain your membership in 15 seconds, it’s too complicated.
Try this:
“Instead of going through insurance, we offer our own Smile Club—it’s $35/month and covers all your cleanings, exams, and X-rays, plus 30% off everything else.”
Simple. Valuable. Done.
BoomCloud™ helps you:
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Create and customize plans
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Automate renewals
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Show the value in black and white
Step 2: Make Sure Your Team Knows What They’re Selling
Your front desk and treatment coordinators are the first line. If they’re not confident, the patient won’t be either.
Train them to say:
“Most of our patients are using our Smile Club—it’s more affordable and covers all your routine care.”
Do it weekly. Roleplay the tough questions:
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“What if I have insurance?”
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“Can I cancel anytime?”
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“What’s the catch?”
Spoiler: No catch. Just value.
Step 3: Don’t Just Sell the Services—Sell the SAVINGS
People love to save money. Use numbers.
Try this:
“Your cleaning today is $180. Our Smile Club is $35/month. If you need any additional treatment, you’ll save even more. It pays for itself within the first visit.”
BoomCloud™ lets you show actual savings with automated receipts and dashboards.
Step 4: Use Urgency (But Don’t Be Pushy)
Human behavior 101—people act when there’s a reason to act NOW.
Use urgency:
“We only open 20 spots per month for new members.”
“Sign up today and we’ll include free whitening.”
“Prices go up next month, so lock it in now.”
These aren’t tricks. They’re incentives. People need a nudge.
Step 5: Make It Easy to Join (Like, Click-and-Go Easy)
If your signup process takes more than 60 seconds, you’re losing patients.
Put the signup link:
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On your iPad at checkout
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In every new patient welcome email
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In your treatment plan presentations
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In your text follow-ups
BoomCloud™ gives you customizable links you can drop anywhere.
Let’s Talk Numbers: The Power of Membership Patients
When you get this dialed in:
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Case acceptance goes up
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Revenue per patient skyrockets
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No-shows go down
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Recurring revenue smooths out your months
BoomCloud™ users typically see:
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$1,500–$2,500 per member annually
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2–4X more spend per member vs PPO patients
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Higher treatment acceptance (because they’re bought in)
This is how you build a practice that pays you monthly—not just when the schedule is full.
Closing Thoughts: You’re Not Selling a Plan. You’re Selling Simplicity and Trust.
Nobody wants more insurance.
They want easy.
They want predictable.
They want to feel like they belong.
That’s what your membership plan offers. Don’t whisper it. Don’t downplay it.
Say it like you mean it:
“This is the smartest way to pay for dental care. Let me get you signed up.”
Ready to build, automate, and track your membership program?
Visit BoomCloudApps.com to get started today.
Here is another article you may enjoy: How to increase practice valuation before you sell!
