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Updated: May 2019
Corporate Brand Guidelines
2Table of Contents
TABLE OF CONTENTS
THE DENTALPLANS.COM LOGO 3
Logo Treatment 4
Logo Aesthetics & Guidelines 5
Incorrect Logo Usage 7
Tagline 8
VISUAL IDENTITY 10
Color Palette 11
Typography 13
Smile Emoticon 15
Emoticon Tag 16
Smile Emoticon Aesthetics & Guidelines 17
Incorrect Smile Emoticon Usage 18
Trademark Symbols Adjustment 19
Iconography 20
Imagery: Photography 21
COMPLIANCE GUIDELINES 22
Company Name Usage/Trademarks 23
Required Statement/Words 24
Promotional Messaging/Sales Requirements 26
Prohibited vs. Acceptable Statement/Words 28 THE DENTALPLANS.COM LOGO
THE DENTALPLANS.COM LOGOLogo Treatment
Logo Aesthetics & Guidelines
Incorrect Logo Usage
Tagline
4The DentalPlans.com Logo
EMOTICON TAG
When the Emot icon Tag is
f i l led entirely in white, the Smile
Emoticon must be in one of
the DentalPlans.com colors
or vice versa (see the Color
Palette section).
The Smile and Family Emoticon
Tags should occur only once per
piece. For instance, on a multipage
piece, the tag(s) would go on the
back cover only, and the standard
logo and/or smile emoticon would
be used for any other brand instances.
Its use must allow the bottom to bleed
off the edge of the page like a tag, off
the current tag color or layered on top
of photography.
Its placement must always be bottom
left of that specific section/page.
5The DentalPlans.com Logo
SMILE EMOTICON AESTHETICS & GUIDELINES
Smile Emoticon IsolationIt’s essential to maintain a minimum
clearance space around the emoticon.
The clearance space is defined as
the space between the eyes of the
smile. This space represents 1 unit
(as illustrated) and is to be used as the
basis for space around the emoticon.
The only exception to this clearance
space rule is in online banners.
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
Correct Incorrect
= u
= u
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
= u
6The DentalPlans.com Logo
INCORRECT SMILE EMOTICON USAGE
Speech bubbles or words surrounding the smile are
not allowed.
The use of a circle around the emoticon is
prohibited.
There should be no overprint or obstruction
on any part of the emoticon.
Emoticon cannot be used upside down or looking to
the left.
Emoticon cannot be used sideways unless it is part of the logo or :DP
Trademarks.
Do not place emoticon or tag over a patterned
background.
Do not bleed tag off a different color than the actual
tag.
Do not use a color bar with a Family Emoticon.
SAVE
ENTIST
7The DentalPlans.com Logo
TRADEMARK SYMBOLS ADJUSTMENT
Trademark SymbolsRarely the trademark symbol will have
to be adjusted. However, when a logo
is used at a very large size, like for
tradeshow materials, for example, the
trademark symbol should be repositioned
and reproportioned (see guidelines). The
trademark symbol should always be
legible, without being intrusive.
In this example, the larger and
resized registered trademark
symbol is too far from the
Emoticon (see arrow).
In this example, the Emoticon
has been adjusted correctly.
The registered mark, as shown,
should sit at the cross hairs of
the Emoticon as indicated by the
arrow in the first example.
8The DentalPlans.com Logo
ICONOGRAPHY
RX VisionDental Oral Health
Chiropractic Massage Therapy Fitness 24 Hour Nurse Hotline
247
Diabetic Supplies
Hearing
Pet Savings
PrePaid Diagnostic Imaging
PrePaid Lab
Alternative Medicine
Everyday Savings
My Personal CounselorTravel Assistance
Emergency Medical
Wellness Products
Speciality Health Care
Minute Clinic
3
6
9
12
eDocAmericaTelemedicine
Dental
Additional BenefitsBasic/Preventative Restorative Braces (Orthodontics) Cosmetic Dentures/Bridges
Weight/Nutrition
Health Wealth ConnectionMedical Health Advisor Tobacco Cessation
Using Icons :DP icons were designed to provide a brief look at plan benefits. They can be used on
print and electronic materials. They cannot be used by any person or company outside :DP
without written permission from the Vice President of Marketing or Brand Manager.
RX VisionDental Oral Health
Chiropractic Massage Therapy Fitness 24 Hour Nurse Hotline
247
Diabetic Supplies
Hearing
Pet Savings
PrePaid Diagnostic Imaging
PrePaid Lab
Alternative Medicine
Everyday Savings
My Personal CounselorTravel Assistance
Emergency Medical
Wellness Products
Speciality Health Care
Minute Clinic
3
6
9
12
eDocAmericaTelemedicine
Dental
Additional BenefitsBasic/Preventative Restorative Braces (Orthodontics) Cosmetic Dentures/Bridges
Weight/Nutrition
Health Wealth ConnectionMedical Health Advisor Tobacco Cessation
Icon Meanings
Join/Become a Member
Save/Savings/Money/
Peace of Mind/Happiness
We Care/Customer Care
Savings Calculator
Swith Plans AnytimeShop with Confidence
Quote/Testimonial
30-DAY
Money-BackGUARANTEE
Money-Back Guarantee
Sample Usage
9The DentalPlans.com Logo
IMAGERY: PHOTOGRAPHY
Our corporate photography contains
a mixture of highly personal lifestyle
shoots, which represent a variety of
demographic groups.
Suze Orman Photos:
There are only three approved images
for Suze. Contact the DentalPlans.com
Creative Team for more information
and image approval.
10
LOGO TREATMENT
The DentalPlans.com logo is an
important corporate asset that must
be used in harmony with the approved
guidelines. Being consistent with the
use of our logo will help establish
brand recognition.
The following are the only approved
ways to use the DentalPlans.com logo.
Standard LogoThe primary DentalPlans.com logo is
the 2-color version—teal and tangerine.
A registered mark (®) must accompany
the logo.
The DentalPlans.com Logo
Font: Narrator
Teal Tangerine
R:
G:
B:
C:
M:
Y:
K:
0167181
81 0 230
HEX:00A7B5
PMS:7710 C2228 U
R:
G:
B:
C:
M:
Y:
K:
255 158 27
0 45 94 0
HEX:FF9E1B
PMS:1375 C 123 U
AbcFont: Narrator
AbcWeight: Semibold Weight: Regular
11The DentalPlans.com Logo
LOGO AESTHETICS & GUIDELINES
Logo IsolationIt is essential to maintain a minimum
clearance space around the logo. The
clearance space is defined as the
height of the lowercase ‘n’. This space
represents 1 unit (as illustrated) and is
to be used as the basis for the space
around the logo.
The only exception to this clearance
space rule is in online banners.
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
Correct Incorrect
12The DentalPlans.com Logo
Minimum SizeDo not reproduce :DP logos smaller than 1inch wide (print materials); 100 pixels wide (web).
Background Color or ImageIf the image or background is rich in color, use the white logo.
Recommended Logo Sizes:200 pixel logo used for:
• Emails and newsletters
• Web banners
250 pixel logo used for:
• Web pages
For formats larger than 11x17” or A3, scale the logo proportionally to the piece.
Left Aligned CopyWhen copy is left aligned, copy should be aligned to the : and not to the D.
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
Lorem ipsum dolor sit amet, consetetur adip
iscing elit. Sed urna libero, dictum at nisi.
Correct Incorrect Correct Incorrect
Correct IncorrectCorrect Incorrect
Reverse Black and White LogosFor black and white logo applications,
the black logo on a white background
or a white logo on a black background
should be used. Examples of this include
black and white marketing materials
and newspaper advertisements.
Note: You must have approval from the Vice President of Marketing or Brand Manager to use this logo execution.
2 inch logo used for:
• 5 x 7” postcard
• 6 x 9” booklet
• 8.5 x 11” and/or 11 x 17” formats
• A4 and/or A3 formats
• PowerPoint presentation
13The DentalPlans.com Logo 13
INCORRECT LOGO USAGE
Do not use the logo as text in the middle of copy.
Do not adjust proportions without maintaining the
same aspect ratio.
The use of shadows to differentiate the logo from the background is
prohibited.
The use of stroke effect to differentiate the logo from the background is
prohibited.
Do not place the logo over a patterned background.
Do not recreate the logo with non-corporate fonts.
Overprint or obstruction of any part of the logo is
prohibited.
The words “DentalPlans.com” should never be
separated by a space.
Do not place the logo on an angle.
Lorem amet eget sagittis nunc. suada aliquet.
:DentalPlans.com
SAVE
14The DentalPlans.com Logo
Our tagline communicates what
DentalPlans.com is all about at its
very core. It is a succinct expression
of our brand. Our tagline is an
optional addition to the company
logo.
Join. Save. Smile.This tagline was not registered
with a specific design/font
style treatment; however the full
lead-in should always be used —
including maintaining spacing and
punctuation between words. It
must appear in the brand font
when used in conjunction with the
logo or as a standalone element in
designed communications.
Font: Narrator
R:
G:
B:
C:
M:
Y:
K:
0167181
81 0 230
HEX:00A7B5
PMS:7110 C2228 U
AbcWeight: Regular
The tagline must include the (®) when
used as a standalone element, but
i t is only required on the most
prominent use in any document or
marketing material. Or, if no use is
most prominent, then on the first
use.
TAGLINE
15The DentalPlans.com Logo 15
Tagline may appear as wrapped
paragraphs with one phrase per
line, either aligned left or right,
but not centered.
The spacing between the logo and
tagline is defined as illustrated.
VISUAL IDENTITYColor Palette
Typography
Smile Emoticon
Emoticon Tag
Smile Emoticon Aesthetics & Guidelines
Incorrect Smile Emoticon Usage
Trademark Symbols Adjustment
Iconography
Imagery: Photography
COLOR PALETTE
Teal Tangerine
Primary Secondary
R:G: B:
0 167 181
81 0 23 0
HEX: 00A7B5 PMS: 7710C
Seafoam
Tertiary
BubbleGum Lime
CoolGrey DarkGrey
R:G: B:
C:M: Y:K:
C:M:Y:K:
255 158 27
0 45 94 0
HEX: FF9E1B PMS: 1375C
R:G: B:
255 128 139
0 54 38 0
HEX: ff8189 PMS: 177C R:G: B:
C:M: Y:K:
161 216 132
40 0 50 0
HEX: 00A7B5 PMS: 359C
R:G: B:
83 86 90
44 34 22 77
HEX: 53565A PMS: 11C
R:G: B:
C:M: Y:K:
C:M:Y:K:
136 219 223
40 0 14 0
HEX: 88DBDF PMS: 318C
R:G: B:
C:M: Y:K:
C:M:Y:K:
151 153 155
20 14 12 40
HEX: 97999B PMS: 7C
Teal should be the predominant color in all pieces.
The Tangerine should be used as the primary CTA
color. Seafoam should be used in conjunction with the
teal to create variation of color. The Bubblegum, Light
Grey and Lime colors should be used sparingly. The
Dark Grey should be used for text.
17Visual Identity 17
18Visual Identity
Web Color PaletteA color palette has been designed for use on the DentalPlans.com website
and online materials, based closely on the official colors in the print palette,
but changed to improve readability on computer monitors and mobile devices.
Note: This color scheme should only be used if it improves the visibility of specific
elements.
Teal Tangerine
R:G: B:
0 148154
HEX: 00949B
Seafoam
Lime
R:G: B:
233128 35
HEX: E98023
HEX: 5EC5C5
R:G:
B:
130 18394
HEX: 82B75E
R:G: B:
94197 197
Lime
R:G:
B:
130 18394
HEX: 82B75E
BubbleGum
R:G: B:
22696110
HEX: E2606E
19Visual Identity
TYPOGRAPHY
Our font choices are based on four
main qualities: readability, scalability,
attractiveness and consistency with
our brand personality.
The Brand typeface should only be
used in our logo, tagline and prominent
headlines. The usage of the logo font
everywhere dilutes the brand identity
by making our logo blend with the
content. Design elements like titles,
copy, etc. should be created using the
primary font and not the brand font.
Using a typeface other than the Primary
font listed to the right is allowed
only in the rare instance when
a font has become a part of a
graphical illustration in a marketing
communication piece, and a new type
treatment is needed to communicate
the message in a way that no other font
would have done.
Brand typeface: Narrator
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
abcdefghijklmnopqrstuvwxyz
Primary font: Proxima Nova
Internal font: Arial and Helvetica
Used very sparingly, only for logo, tagline and prominent headlines
Used for most headlines, body copy, etc.
Used for Microsoft Word, Outlook, PowerPoint Presentations, etc.
20Visual Identity
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
Proxima NovaUsed for headlines/graphics
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
ArialUsed in emails
abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz
Cabin Condensed (Google Web Font)Used for website
Web Fonts
21Visual Identity
SMILE EMOTICON
The Smile Emoticon can be used as
a standalone design element or as a
Smile Emoticon Tag.
A Registered Mark (®) must always
accompany the smile emoticon. The
registered mark symbol (®) can be used
only on the most prominent use of
the smile emoticon in any document
or marketing material, or, if no use is
most prominent, then on the first use.
The Smile Emoticon, Smile Emoticon
Tag and Family Emoticon Tags cannot
be used by any person or company
outside of DentalPlans.com without the
written permission of either the Vice
President of Marketing or the Brand
Manager.
Smile EmoticonSmile Emoticon must be filled entirely in white or in one of the DentalPlans.com colors (see the Color Palette section).
Smile Emoticon EmoticonTag
CORPORATE TEMPLATESStationery
Merchandise
PowerPoint Presentations
Email Signatures
Letterhead
STATIONARY
23Corporate Templates
The DentalPlans.com logo is required
on all marketing materials. The Tagline,
appropriate phrases and approved
iconography should appear on all
stationery items, such as letterhead,
business cards and envelopes, when
appropriate.
Some channels or departments such as
PMP, Brokers and Affiliates have
their own graphic identities and/or
taglines that should be featured with
the DentalPlans.com brand. When
using the logo and other channel
identities, take care to make the
relationship between the two clear.
First and Last Name, MBA
[email protected]: 954.123.1234 | Fax: 954.123.1234
8100 SW 10th Street, Suite 2000, Plantation, FL 33324www.dentalplans.com
Job Title
Back
Front
Note: If you need something customized please contact the Marketing Associate.
Templates are available on the Google Drive - link provided by :DP.
MERCHANDISE
24Corporate Templates
Merchandise items that contains the
DentalPlans.com logo or other :DP
brand elements cannot be sold by a
third party. Affiliates, brokers, dentists
and their employees cannot sell or
trade branded merchandise.
POWERPOINT PRESENTATIONS
25Corporate Templates
The designated Internal fonts, which
are Arial and Helvetica should only be
used for PowerPoint presentations.
PowerPoints should also include the
designated pantone colors: Teal for
the headings; and Cool Grey for the
body content. It is important to note
that there are certain acceptable sized-
fonts for each and should also include
the necssary :DP logo(s). The last slide
should also include the :DP logo and
Smile Emoticon Tag.
Note: You can access a PowerPoint
presentation template on the :DP
Google Drive.
MERCHANDISE
Cover Slide (Opening Slide)
Content/Body (Internal Slides) Back Cover (Closing Slide)
EMAIL SIGNATURES
26Corporate Templates
The :DP email signature example to
the right should serve as a model for
employee signatures. All signatures
should include the necessary links,
company information, colors and
Emoticon. Font should be Arial
10 pt above the line and Arial 9pt
below.
LETTERHEAD
27Corporate Templates
Letterhead should always include
the DentalPlans.com registered
trademarked logo in the top lefthand
corner and the :DP address at the
bottom of the page, flushed right.
No. 10 sized envelopes should be used
with :DP letterhead and include the :DP
logo and company address in the top
lefthand corner.
Note: All letterhead and envelopes
must be consistent with :DP branding.
EMAIL SIGNATURES
DentalPlans.com, Inc. 8100 SW 10th Street, Suite #2000, Plantation, FL 33324
Letterhead - wAddressOnly.indd 1 3/24/2014 6:22:10 PM
8100 S.W. 10th Street Suite #2000Plantation, FL 33324
C
M
Y
CM
MY
CY
CMY
K
9.5x12.5 Envelope - 3Color-2017.pdf 1 3/9/2017 4:46:28 PM
COMPLIANCE GUIDELINESCompany Name Usage/Trademarks
Required Statement/Words
Promotional Messaging/Telephone Sales
Prohibited vs. Acceptable Statement/Words
When using the company name, please abide by the following
guidelines.
DentalPlans.comOur Brand name, for any references to our company or brand.
DentalPlans.comOur URL destination, to be used solely when referencing our web ad-
dress or as a specific call to action driving traffic to the website. Any
other usage should be approved by the Vice President of Marketing or
Brand Manager.
DentalPlans.com, Inc.Our legal name, to be used in disclaimers, legal and financial docu-
ments.
Note: The words DentalPlans.com should never have a space in
between/be separated when talking about the :DP brand.
COMPANY NAME USAGE & TRADEMARKS
Company Name Usage
29Compliance Guidelines
Stylized Trademarks
.com
Stylized Wordmarks/WordmarksAbbreviation for DentalPlans.com; to be used only internally, or coupled with the following branded phrases:
DentalPlans.com’ tagline.
DP SavingsCalculatorDentalPlans.com’ proprietary calculator which gauges potential plan savings for specific procedures.
T E A MCustomer support team located at the DentalPlans.com’ call center.
Share dental care savings with family and friends
SPECIALISTA DentalPlans.com customer service representative that serves :DP consumers and members
DP SavingsTrackerLog for DentalPlans.com’ members allows them totrack their procedures and overall savings.
Proprietary branded research conducted and released by DentalPlans.com, focused on consumers.
Testimonials shared by members, their experiences with DentalPlans.com, and how much they have saved.
DP Verifyby
An online portal that provides dentists and dental prac-
tices free access to business tools.
A proprietary index of dental demand and accessibility, based on research conducted and released by :DP.
SmileIndexby
SMARTHEALTHSMARTHEALTHSMARTHEALTHSMARTHEALTH
Proprietary health plan bundle that includes dental and telemedicine
Proprietary health plan bundle that includes telemedicine
HEALTHNOWHEALTHNOW
#OwnTheSmileA campaign to build brand advocacy, through efforts such as randomly giving away free DentalPlans.com’ shirts and branded merchandise to members who actively engage with us, leave reviews, etc.
30Compliance Guidelines
:DP’s Short DisclosureSavings plans are not insurance and the savings will vary by provider, plan and zip code. Please consult with the respective plan
detail page for additional plan terms. Note – not all plans and offers available in all markets.
:DP’s Medium DisclosureSavings plans are NOT insurance and the savings will vary by provider, plan and zip code. These plans are not considered to be
qualified health plans under the Affordable Care Act. Please consult with the respective plan detail page for additional plan terms.
The discounts are available through participating healthcare providers only. To check that your provider participates, visit our
website or call us. Since there is no paperwork or reimbursement, you must pay for the service at the time it’s provided. You will
receive the discount off the provider’s usual and customary fees when you pay. We encourage you to check with your participating
provider prior to beginning treatment. Note – not all plans and offers available in all markets.
:DP’s Full Disclosure:Plans offered by DENTALPLANS.COM are NOT insurance. The DENTALPLANS.COM website is administered by DENTALPLANS.
COM, INC., 8100 S.W. 10th Street Suite #2000, Plantation, FL 33324. The plan purchased is not a qualified health plan under the
Affordable Care Act and does not meet the minimum creditable coverage requirements under M.G.L.c. 111M and 956 CMR 5.OO.
Plans marketed by DentalPlans.com provide discounts at certain health care providers for medical services. Plans marketed by
DentalPlans.com on behalf of the network do not make payments directly to the providers of medical services. The plan member is
obligated to pay for all health care services but will receive a discount from those health care providers who have contracted with
the plan or discount medical plan organization. Note: Not all plans and offers available in all markets.
Network’s Full Disclosure
• Advertising emails• Advertising postcards• Half-piece materials• Mobile landing pages• Click-to-call mobile pages
• Home page• Full-piece materials• TV• ARS letter• Affiliate pages• Renewal emails/postcards
• Website legal page
Required on:
• Plan detail pages (full site & mobile) • Plan spcific marketing pieces • Shopping cart (full site & mobile) • Mobile shopping cart (interim page
or linked to pop-up box)• Member agreement• Member home page (after login)
REQUIRED STATEMENT/WORDS
31Compliance Guidelines
Phone Disclosure
Plans sold by DentalPlans.com are not insurance and provide discounts at participating providers. These plans are not considered
to be qualified health plans under the Affordable Care Act. We do not make payments to the participating providers and the Plan
member must pay for all services but will receive a discount on most dental procedures from the participating providers who have
contracted with the Plan or discount plan organization. By submitting your order you agree to the Member’s Agreement as set
forth by your Network.
Aetna/Cigna Fee Schedule Phone Disclosure
Members are charged according to the participating provider’s contracted fee schedule by Aetna Dental Access or Preferred
Network Access by Cigna. Please consult with your provider for the exact procedure pricing.
CA/Availability Additional Disclosure
Special promotions including, but not limited to, additional months free are not available to California residents.
TV Disclosure Note:
“Note: not all plans and offers available in all markets.” Should appear bold and prominently on screen (larger than disclosure type
and on screen for 10 seconds) and/or be voiced by the narrator.
Mobile-Specific Requirements:
Network’s Full Disclosure
DPC’s Short Disclosure
Savings plans are not insurance and the savings will vary by provider, plan and zip code. Please consult with the respective plan
detail page for additional plan terms. Note – not all plans and offers available in all markets.
• Phone sales • Phone renewals
• Shopping cart • Home page• Emails • Select print pieces
Required on:
• Shopping cart • Home page• Emails • Select print pieces
• Aetna Plan (phone sales/renewals)• Cigna Plan (phone sales/renewals)
• All except duplicative webpages
• Plan detail pages
• Half-to-full piece materials
• Plan detail pages
• Plan detail pages• Shopping cart• Other pages that detail plan-
specific pricing
• Mobile shopping cart• Any plan detail pages (interim page
or linked to pop-up box)
• Mobile landing pages• Click-to-call pages
“This is not insurance” or similar language
Plan-specific full savings range
Generic full savings range
Listing of all benefits in a plan
Disclosure of plan-specific retail price and non-refundable processing fee (and amount)
32Compliance Guidelines
PROMOTIONAL MESSAGING
Any special offers, discounts, months free, gifts, bonuses, incentives, etc. Note: Prohibited in California and Vermont
• Special offers• Discounts• Months free• Gifts• Bonuses & incentives
Promotional Messaging:
Disclosures and terms/conditions are necessary; see Legal Department for specifics
Cannot give away plans in CA or VT (or states/territories where plans are unavailable).
• Sweepstakes• Giveaways• Guarantees• Contests• Incentives
Guidance
Use exactly as given with the permission granted; may shorten with appropriate punctuation; if statement uses
prohibited terminology, determine if OK in context/ask Legal; do not use full names; prohibited for affiliates.• Testimonials
Mostly prohibited unless we get approval or purchase rights.
See Legal Department.
• Other brand names• Logos• Competitors• Licensed trademarks• Photos, videos, etc. that
we do not own
Using the following in ads:
Use materials exactly as we have registered/applied for registration.
Use ® for marks that are applied for, but not yet registered or marks that we claim rights to but cannot register.
Use ® for marks that are registered.
• :DP’s trademarks
Disclose that plans are billed annually either in close proximity to original statement or with notation (asterisk, etc.) and statement
with other disclosures• Plans as low as $79.95 – that’s
less than $7 per month.
Using the following in ads:
Our plans may also be used to reduce your out-of-pocket dental care costs once you’ve reached the annual maximum on
your dental insurance plan.
Special Telephone Sales Requirements & Network Specific
When Stating Dental Savings PlansCan be Used with Insurance:
33
Do not require prior permission except for cell phones; however, informational calls are defined very narrowly; informational calls
are calls that are either (1) not made for a commercial purpose, or (2) for commercial purposes but do not include or introduce an
advertisement; if the call is intended to offer property, goods or services for sale either during the call or in the future, that call is
an advertisement (and therefore subject to the permission requirements).
• Informational calls
Special Telephone SalesPromotional Messaging:
Do not leave a prerecorded message or autodial a cell phone without consumer’s prior permission; do use live reps when possible;
do make calls only between the times of 8:00am and 9:00pm local time; do allow the phone to ring for at least 15 seconds or
4 rings before disconnecting an unanswered call ; do add consumers to our internal do-not-contact list immediately after the
consumer requests it; don’t call leads for non-members older than 3 months or former members older than 18 months from the
last transaction (account expiration); don’t call consumers beyond these timeframes without scrubbing the numbers against the
national DNC list; don’t leave sales/call-to-action messaging (see informational calls above) unless we have permission; don’t text
message without prior express permission of consumer; don’t call consumers repeatedly or annoy them.
• Outbound sales calls
Guidance
See Legal Department; must be approved by networks; must amend network contracts.• Raising prices• Increasing/decreasing
processing fees
• Network names• Logos• Network fee schedules
Using the following in ads:
Network Specific Messaging:
Compliance Guidelines
See Network Relations or Legal Department; usually need network approval except for simple name and logo use; add “savings
vary by location, plan, etc.” disclaimer when using fee schedules; prohibited for affiliates.
34Compliance Guidelines
Acceptable Statement/Words
Prohib i ted Statement/Words
Type of Marketing Material: All
Brand Name
(all references to the
brand/company)
• DentalPlans.com
• :DP abbreviation only to be used internally or in
combination with the list of trademarked wordmarks
• DentalPlans; dentalplans; Dentalplans; dentalPlans; DentalPlans.com; DentalPlans.com;
DentalPlans.com
• :DPC, DPC
Legal Name
(disclaimers and
legal documents)
• DentalPlans.com, Inc. • Any other name
Product
Language
• Dental Savings Plans
• Savings
• Reduced Fees
• Discount Dental Plans*; Dental Insurance; Health Plan; Health Benefit Plan; Health
Maintenance Organization or HMO; Preferred Provider Organization or PPO
• Discounts
• Discounted Fees
Call Center
Terminology
• AtYourService® Team
Sub-Departments: :DP AtYourService® Sales Team; :DP
AtYourService® Member Team (includes Member Care and
Retention); :DP AtYourService® Renewals Team;
:DP AtYourService® Provider Team
• AtYourService® Specialist
Sub-Departments:
:DP AtYourService® Sales Specialist; :DP AtYourService®
Member Specialist (includes Member Care and
Retention); :DP AtYourService®; Renewals Specialist;
:DP AtYourService® Provider Specialist
• Call Center; Member Care; Provider Care; Enrollments; Renewals Department; Enrollments
Department
• Renewal Agent/Rep; Sales Agent/Rep; Enrollment Specialist/Rep;
PROHIBITED VS. ACCEPTABLE STATEMENT/WORDS
35Compliance Guidelines
Acceptable Statement /Words
Prohib i ted Statement /Words
Type of Marketing Material: All
Call Center
Terminology
Continued
• :DP AtYourServiceTM Sales Team; :DP AtYourServiceTM Member Team (includes
Member Care and Retention); :DP AtYourServiceTM RenewalsTeam; :DP
AtYourServiceTM Provider Team
Membership
Language*
• with your plan membership; plan membership
• members who join through DentalPlans
• plan members
• members of the X plan
• your membership in the X plan or membership in the plan
• we offer plans from X; we offer more than 40 plans
• thousands of satisfied members
• with your :DP membership; with your DentalPlans.com membership
• members who join DentalPlans
• DentalPlans.com members
• our members
• your membership in our plan
• our plans
• we have X members
Compliant
Language
• An alternative to dental insurance; An affordable alternative to
dental insurance; A cost-effective alternative to dental insurance
• Save 10% to 60% on most dental procedures
• Most plans activate within 3 business days; Quick activation;
Emergency activation available on most plans; Join Instantly
• Care
• No paperwork hassles; No forms to file
• No health restrictions
• No annual limits; No restrictions; No exclusions or limitations
• Start saving immediately; Join today, save tomorrow; Join instantly; Quick activation
• Save on every visit
• Join
• Savings on dental specialties available with select plans; Save on braces and
cosmetic dentistry with select plans
• Payments; Membership fee
• Promo code
• Dental insurance; Better than insurance?
• Save up to 60%
• Immediate plan activation
• Coverage
• No claim forms
• No pre-existing conditions
• No annual maximums
• No waiting periods
• No deductibles
• Enroll
• Save on all procedures
• Premiums
• Coupon code
• Underwriting; Copay; Copayments; Guaranteed Issue
Compliance Guidelines 36
Acceptable Statement /Words
Prohib i ted Statement /Words
Type of Marketing Material: All
Additional
Considerations
• Affordable alternative; Alternative; Marketplace for dental savings plans
• 100,000+ participating providers; 100,000 dentists and growing
• Save on every visit; Start saving today with certain plans; Save on
specialties with select plans
• Ensure we have evidence to support our claims, a “reasonable
consumer” would come to the same conclusion
• Even if you already have dental insurance, the discounts offered by our
dental savings plans may be used along with your dental insurance for
even more savings on your dental care. Please consult with a participating
dentist or dental care specialist before beginning treatment to verify if
they can coordinate a discount plan with your current insurance.
• Even if you already have dental insurance, the dental savings plans may
be used along with your dental insurance for even more savings on your
dental care once your annual maximums have been met.
• Implying savings plans are “better than insurance” or similar language
• Exaggeration of number of participating providers
• General, exaggerated or sweeping statements – “Save on all procedures”;
“Save a fortune”
• Statements that are fraudulent, misleading or deceptive:
Customers can save a fortune; Savings plans are better than insurance; Meet all of
your needs; Accepted by your dentist; Coverage like an ACA plan;
You are wasting your money on an ACA plan
• A blank statement that members may use a savings plan with their insurance
without first qualifying that they should check with their provider first
• A blank statement that members may use a savings plan with their insurance
without first qualifying that they should check with their provider first
• A blank statement that members may use a savings plan with their insurance
without first qualifying that they should check with their provider first
• Statistics and cited information where there is no reliable source
*Exclusions to this rule include :DP Members Area; :DP MemberGuide™; :DP Plan Membership Materials.
For other scenarios, please contact the legal department for approval.