On today’s episode, Dr. Mark Costes welcomes Jane Levy, co-founder and CEO of Plan Forward, for a powerful conversation on how dental membership plans can help practices take control of their revenue and reduce dependence on underperforming insurance plans. Jane shares her unique path from Wall Street investor to dental tech entrepreneur, including her pivotal encounters at Henry Schein and Jarvis Analytics.

She breaks down the structure and strategy behind successful membership plans, explains why they outperform traditional discount models, and offers insight into the potential for recurring revenue and increased treatment acceptance. From onboarding and team training to PMS integration and marketing strategies, Jane outlines how Plan Forward helps practices convert more uninsured patients while improving care access and boosting profitability.

Be sure to check out the full episode from the Dentalpreneur Podcast!

EPISODE RESOURCES

2334: The Business Case for Membership Plans in Dental Practices