How Your Team Can Drive Membership Plan Success During Open Enrollment

Open enrollment season is here, and patients are on the hunt for dental care. They’re rethinking their insurance (or maybe looking for some extra care), weighing options, and looking for a better deal. That’s why it’s the perfect time to get your team talking about your membership plans and drive membership plan success during open enrollment. Why? 

Because this is when patients are most open to hearing about alternatives to traditional insurance.

But here’s the thing: for your membership plan to really take off, it can’t just be the front desk talking about it. Every single person on your team needs to be in the loop and ready to chat about the plan. 

And with a little training, they’ll be ready to explain it naturally and confidently, which makes all the difference in helping patients see the value.

Practical tips to drive membership plan success

Make every team member a touchpoint

Your team is full of opportunities to mention the membership plan—check-in, in the chair, check-out—you name it. It doesn’t have to be some formal sales pitch. It’s just about making the membership plan part of everyday conversations.

Picture this: A patient checks in and sees a flyer about the plan. The receptionist mentions how it could save them money, then the hygienist brings it up while they’re in the chair. By the time they’re ready to leave, they’ve heard about it from multiple people, which helps build trust and gets them thinking, “Hmm, maybe this is a good idea.”

This approach works because it’s not a hard sell—it’s just giving them little nudges along the way.

Equip your team with key talking points

Let’s make it easy on the team. Give them some key points to hit when they’re chatting with patients. Keep it simple and to the point. 

For example, when talking to uninsured patients, focus on how the plan gives them access to care without the insurance headache. And for those with insurance, emphasize how the plan fills in the gaps—there’s something for everyone!

Oh and remind your team to make it personal. If a patient’s been putting off treatment because of cost concerns, talk about how the plan can help make their care more affordable. It’s all about tailoring the message to the patient’s situation.

Set up role-playing and ongoing training

Want your team to feel confident talking about the plan? Set up a role-playing session where they can practice. We know this sounds silly at first. But when they practice, then that’s when they get used to answering questions and explaining the plan. And soon enough it’ll start to feel like second nature.

And don’t stop there—keep the training going. Whenever there’s a new update to the membership plan or a fresh marketing push, get everyone up to speed. The more comfortable they are, the more likely patients are to get on board.

Use Open Enrollment marketing materials

Here’s an easy win: use the marketing materials you’ve got during Open Enrollment. Have the team point out flyers, and posters, or even email patients with reminders. The more patients see the plan, the more likely they are to ask about it.

And if you’re a DentalHQ member, you’ve got even more tools at your fingertips. Our marketing portal gives you access to ready-to-go email templates that’ll help get the word out to your patients. Let them know Open Enrollment is the time to act!

Emphasize the “Why” behind membership plans

Here’s the deal: Membership plans are a win-win for both the patient and your practice. They keep patients coming back, build better relationships, and make your practice less dependent on insurance. Plus, they bring in a steady stream of revenue, which is always nice.

When your team gets this—and we mean really gets this—they’ll be more excited and confident when talking about the plan, and drive membership plan success during open enrollment, and anytime. Patients can feel that energy, and it makes a big difference.

Open enrollment is your golden window to boost sign-ups. So get your team trained and talking about the membership plan with every patient who walks through the door. 
And if you need a hand making things easier, book a demo with DentalHQ. We’ve got the tools to help you manage and automate your membership plans so you can make the most of this open enrollment season. Right at your fingertips.