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Updated: May 2019 Corporate Brand Guidelines

Updated: May 2019 - DentalPlans.com · Typography 13 Smile Emoticon 15 Emoticon Tag 16 ... Dental RX Vision Oral Health Chiropractic Massage Therapy Fitness 24 Hour Nurse Hotline

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Page 1: Updated: May 2019 - DentalPlans.com · Typography 13 Smile Emoticon 15 Emoticon Tag 16 ... Dental RX Vision Oral Health Chiropractic Massage Therapy Fitness 24 Hour Nurse Hotline

Updated: May 2019

Corporate Brand Guidelines

Page 2: Updated: May 2019 - DentalPlans.com · Typography 13 Smile Emoticon 15 Emoticon Tag 16 ... Dental RX Vision Oral Health Chiropractic Massage Therapy Fitness 24 Hour Nurse Hotline

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

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THE DENTALPLANS.COM LOGOLogo Treatment

Logo Aesthetics & Guidelines

Incorrect Logo Usage

Tagline

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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.

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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

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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

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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.

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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

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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.

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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

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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

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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

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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

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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

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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.

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VISUAL IDENTITYColor Palette

Typography

Smile Emoticon

Emoticon Tag

Smile Emoticon Aesthetics & Guidelines

Incorrect Smile Emoticon Usage

Trademark Symbols Adjustment

Iconography

Imagery: Photography

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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

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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

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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.

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20Visual Identity

abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz

Proxima NovaUsed for headlines/graphics

abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz

ArialUsed in emails

abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz

Cabin Condensed (Google Web Font)Used for website

Web Fonts

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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

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CORPORATE TEMPLATESStationery

Merchandise

PowerPoint Presentations

Email Signatures

Letterhead

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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.

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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.

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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)

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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.

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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

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COMPLIANCE GUIDELINESCompany Name Usage/Trademarks

Required Statement/Words

Promotional Messaging/Telephone Sales

Prohibited vs. Acceptable Statement/Words

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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.

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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

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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)

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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:

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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.

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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

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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

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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.

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