16 February 2026

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Clerri Launches Advanced Dental Marketing Toolkit

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Clerri, the dental industry’s largest and most trusted membership platform, today announced the launch of an advanced marketing toolkit designed to help dental practices bridge the gap between patient care and membership enrollment.

The improved marketing toolkit introduces sophisticated member prospecting for patients and benefit marketing to maximize the value of current memberships through personalized, automated engagement.

Patient-to-Member Prospecting

Clerri’s new prospecting capabilities specifically target critical patient segments that often represent untapped potential for a practice’s membership program:

• Dormant Uninsured: Patients without insurance who haven’t visited in over 18 months and who often view cost as a barrier to care.
• Active Uninsured: Patients currently receiving care but paying out of pocket who would benefit from a membership plan.
• Dormant Insured: Patients with insurance who haven’t visited in over 18 months, potentially because their current benefits are insufficient for routine care.

Treatment Plan Campaigns

A key highlight of the advanced toolkit is automated Treatment Plan Campaigns designed to empower practices to proactively improve treatment completion and retention, encouraging patients and existing members to schedule appointments.

For Patients: Campaigns are triggered when treatment plans are outstanding or incomplete. By leveraging treatment plan cost data, Clerri positions a dental membership as a way to reduce out-of-pocket costs at the moment of decision, effectively removing cost anxiety as a barrier to care and providing a direct path to schedule a follow-up appointment immediately.

For Members: Campaigns target active members with outstanding treatment and no upcoming appointments. By reinforcing membership benefits at the right moment, they drive benefit utilization—a critical driver of increased visits and long-term retention.

Personalized, Automated Engagement

The Marketing Toolkit features a data-driven email series that meets patients where they are with personalized education:

• Announcement Campaigns: An email series delivered over a specified period that introduces the membership plan, using estimated savings based on the patient’s actual procedure history.
• Seasonal Campaigns: Quarterly reminders that keep the practice’s membership plan top of mind.
• White-Label Customization: To ensure trust, every communication features the practice’s unique branding, colors, and logo.

“Our goal is to meet patients where they are with personalized education that drives membership awareness and enrollment,” said Cori McClelland, Member Experience Product Manager at Clerri. “By turning past treatment data into compelling reasons for future enrollment, we’re helping practices remove the friction from making sure uninsured and underinsured patients get the dental care they need.”

Existing Clerri customers can contact their account manager for more information. Groups or practices new to Clerri that are interested in attracting and retaining patients, driving patient loyalty, and growing cash production with a membership plan can request a demo or more information by visiting clerri.com/get-started.

About Clerri

Clerri is the leading care membership platform transforming how dental practices grow. By simplifying access to care through smart, sustainable membership plans, Clerri empowers providers to increase patient loyalty, reduce insurance dependence, and build recurring revenue.

Trusted by over 25,000 dentists, including more than 5,000 independent offices and 200-plus group practices, Clerri delivers a clear path to practice success powered by automation, expert support, and nationwide compliance.

Source: www.clerri.com