How to sell dental insurance

Dental insurance is a great way to help people cover the costs of dental treatments and maintain good oral health. As an insurer or insurance broker, you have the opportunity to help people by offering truly useful products to your clients.

What is dental insurance?

Dental insurance is a type of insurance that covers the expenses associated with dental treatments, such as cleanings, x-rays, fillings, extractions… There are different types of dental insurance available, and each can have various levels of coverage and eligibility requirements.

Why sell dental insurance? Advantages and disadvantages

Selling dental insurance can be an excellent business opportunity for insurance companies and brokers who want to increase their income and are willing to invest the time and effort necessary to do it well. Some of the advantages of selling dental insurance include:

Growing demand

Dental care is expensive and more and more people are looking for affordable options to protect their dental health. The demand for dental insurance is increasing, which means that there is a great opportunity to sell more insurance.

High profit margin

Dental insurance can have a very high profit margin compared to selling other more competitive products. This means that you can maximize the profitability of your brokerage.

Long-term relationships with clients

By selling dental insurance, you can establish long-term relationships with your clients. Dental insurance is usually renewed annually, which means that you can work with a client for many years and build a solid relationship with them.

Opportunity to make a positive difference in people’s lives

By selling dental insurance, you can help people protect their dental health and prevent serious problems in the future. This can be a great motivation and will allow you to feel satisfied with your work.

Tips for selling more dental insurance

If you want to be successful selling dental insurance, it’s important that you follow some tips to help you stand out from other salespeople and maximize your sales. Here are some of the most important tips for selling more dental insurance:

Know your target audience

The first step to selling more dental insurance is to know your target audience. Identify who is interested in dental insurance and get to know their needs and wants. This will help you personalize your sales efforts and improve your results.

For this task, actions as simple as defining your Buyer Persona can be very helpful.

Research the dental insurance market

Research the dental insurance market to learn about the different types of insurance available, their prices and the companies that offer them. With this information, you will be able to offer a wide range of options to your clients and help them find the dental insurance that best suits their needs.

Know your products

Make sure you understand the different types of dental insurance and their coverages. This will allow you to answer your clients’ questions with confidence and provide them with the information they need to make an informed decision.

Create a marketing strategy

Develop an effective marketing strategy to attract new clients and retain current clients. Identify your strengths and weaknesses and use that information to create an action plan to achieve your goals.

Work on your online presence

Today, a solid online presence is essential for any dental insurance marketer. Create a professional website and use social media to promote yourself and build relationships with your clients. Make sure you maintain a constant and up-to-date presence so your clients can easily find you.

Work your social media

Social media is a great way to reach a wide audience and connect with your current and potential customers. Share valuable information and maintain an active online presence to build relationships with your followers.

Provide good customer service

Providing good customer service is key to retaining customers in insurance. Listen carefully to your customers, provide a clear and concise answer to their questions and make sure you provide exceptional service after the sale to keep your customers satisfied.

Follow-up and relationship maintenance

Follow-up and relationship maintenance are essential to keep your customers satisfied and loyal. For this task, rely on an insurance CRM that allows you to gather all your customers’ information in an orderly manner, during and after the sale.

Be sure to maintain constant communication with them to help them solve any problems they may have and maintain a long-term relationship.


Selling dental insurance can be a profitable and exciting business opportunity, but it also requires a great deal of knowledge, preparation and effort. Knowing your target audience, researching the market, knowing your products, creating a sales strategy, working your online presence, offering good customer service and maintaining strong relationships are keys to being successful in selling dental insurance.

If you follow these tips and stay motivated and dedicated, you can become a successful dental insurance salesperson and help many people protect their dental health. Good luck in your venture!

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