Let’s Get Sassy: An in-depth look at Dental Membership plans and what you need to do to implement a successful plan

Dr. Jason Flannagan attended the Indiana University School of Dentistry where he earned his Doctor of Dental Surgery degree. In 2004, Dr. Flannagan was the recipient of the highest dental academic achievement award in the industry, being elected into Omicron Kappa Upsilon. This fraternity includes only the top five percent of dentists in the nation. When he is not in the office, Dr. Flannagan is involved in the local community and volunteers with a number of organizations to make an impact in the dental community.

He serves on committees and boards for the Indiana Dental Association, was a faculty member at the Indiana University School of Dentistry for 12 years, and spent six years as the Dental Director of the Trinity Free Clinic in Hamilton County, IN which provides over $800,000 per year of free dental care to patients in need. 

As Co-Founder and CEO of Plan Forward, Megan Lohman leads the company’s go-to-market strategy and operations, contributing to overall business growth and customer retention. She is actively involved in many of the sales, marketing, and client success efforts of the company and has a heavy focus on strategic partnerships and industry relationships.

Leveraging her years of industry experience and knowledge of dental membership plans, Megan works closely with Plan Forward’s partners, customers, and software developers to inform the product roadmap.

Prior to starting her career in the dental space, Megan gained business experience in medical sales, staffing and recruiting, and was the first employee of a sports marketing agency where she wore many hats and had her first taste of entrepreneurship.

​When Megan isn’t working on her long-term plans to own a professional sports team or launch a non-profit, she enjoys yoga, running, reading books (or her beloved People magazine), and spending time with family and friends.

Dave Monahan is the CEO of Kleer, a cloud-based platform that enables dentists to easily create their own membership plan and offer it directly to their patients. Kleer eliminates the cost and hassle of insurance middlemen, making it easy for patients to get the comprehensive dental care they want while enabling dental practices to increase patient loyalty, visits and treatment acceptance.

Dave has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, curated a passionate and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

Prior to joining Kleer, Dave served as the CEO of FitLinxx, where he created simple and affordable wearable devices that enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. He also worked at Microsoft from 1999 to 2006, where he developed and implemented new product, market and partnering strategies that helped the company and thousands of its partners grow and improve profitability.

A native North Carolinian, Brett bleeds the teal and black of his hometown Carolina Panthers. He’s a consummate entrepreneur, building not only a successful four-office dental practice but also concepting and starting DentalHQ. Despite his success, Brett holds true to his belief that intelligent alien life is “out there.” Out there, indeed.