Marigold Dental partnered with Plan Forward to create a membership program that helped reduce insurance dependence, increase recurring revenue, and strengthen long-term patient engagement.
Within just over one year
Generated through Annual Plans
Compared to uninsured patients
As a three-doctor practice navigating increasing insurance pressure and declining reimbursements, Marigold Dental wanted to create a more sustainable and independent growth model. The practice saw an opportunity to reduce reliance on traditional insurance while offering patients a more transparent and affordable way to access care.
By partnering with Plan Forward, Marigold Dental implemented a membership program that improved recurring revenue, increased patient value, and simplified practice operations.
The Challenge
Like many independent practices, Marigold Dental faced growing pressure from contracted reimbursement structures that limited pricing flexibility and reduced operational control.
At the same time, the practice’s relatively small cash-pay segment left most revenue tied to traditional insurance models, making it difficult to build more predictable recurring revenue streams.
With a lean provider structure and plans to move out-of-network with Delta Dental, the team needed a scalable solution that could support patient affordability while helping the practice transition toward greater financial independence.
The Solution
Strategic alternative to insurance
Plan Forward helped Marigold Dental implement a membership program designed to provide patients with a clear and affordable alternative to traditional insurance.
Recurring annual revenue model
By focusing heavily on annual membership plans, the practice was able to improve upfront collections and create stronger recurring revenue predictability.
Improved uninsured patient conversion
he front-office team introduced membership during uninsured and emergency visits, helping convert more patients into long-term members.
Simplified operational workflows
Membership reduced reliance on insurance billing processes while creating clearer pricing conversations and more predictable collections.
The Results
By partnering with Plan Forward, Marigold Dental created a more sustainable membership model that improved patient value, strengthened recurring revenue, and supported a gradual shift away from insurance dependence.
Strong early membership growth
The practice grew to 92 active members within just over one year of launching the program.
Increased recurring revenue
Membership generated more than $45,000 in recurring revenue, with all members enrolled on annual plans.
Higher patient value
Membership patients generated double the net production of uninsured patients.
Stronger patient engagement
Members visited 40% more often than uninsured patients, while the practice converted 24% of uninsured visits and 30% of emergency visits into memberships.