Kleer cuts insurance intermediaries to expand access to dental care

Raise your hand if you like to receive cold calls. OK, how about that – raise your hand if you want to get a cold call from an insurance salesperson.

Good, that of Fred Morgan The first sales job was to dial those calls to sell home and auto insurance. It was one of several jobs Morgan held while studying marketing at Temple University.

“I chose marketing because I’m outgoing and love to talk to people,” Morgan said. “It translated into the rest of my career.”

Still, the experience developed his skills so he could thrive in Wayne, PA. Kléer as responsible for the development of the company’s sales. Kleer is cloud-based software that enables patients to access dental care without going through an insurer. Dental providers use the software to create personalized care plans and deliver them directly to patients, allowing them to control prices and manage patient experiences without interference from insurance providers.

Morgan was Kleer’s first employee, behind the CEO Dave monahan. Initially, Morgan introduced Kleer’s business model to dental providers in the tri-state area; 150 have agreed to join. Kleer has reduced this pool to 25 practices to pilot the program. After a successful pilot project, in January 2018, Kleer began offering its solution to dental practices across the country.

Today, Kleer works with more than 6,000 dentists in all 50 states. As for Morgane? He recently got promoted by managing a team of Sales Development Representatives (SDRs) and mentors them by performing hundreds of daily issues.

“Before even getting the title, Fred was mentoring, leading caucuses and developing a training program for new CSDs,” said Ed Kaighn, the vice president of sales at Kleer. “As a premier sales rep, and year after year, there’s no better person to hire, onboard and coach our future sales talent. “

“One of the coolest things about working for Kleer is, I don’t exaggerate, I wake up excited to go to work. I’m actually a human, so 90% of the time I wake up excited to go to work, ”Morgan said. “It’s because of the mentorship that’s available. Each member of the management team has positioned themselves in such a way that I can learn from them. It is truly gratifying to provide this information to our SDRs.

Read on to find out what it’s like to be a Kleer employee.


When leaving a sales position, how did you develop your management style?

Fred Morgan. (Courtesy photo)

I definitely have to thank the leaders of the company again for their openness throughout my stay here. Working closely with them really helped me prepare to lead this SDR team.

A lot of open conversations determine my management style. We start each day with an SDR group, and listen to each other’s calls to go through everything… the good, the bad and the ugly. And instead of embarrassing anyone, it’s a team effort for all of us to openly discuss how we can improve. Even though this is the most incredible call, we’re breaking down what happened so that the whole room is better prepared for every call that comes along. The most amazing part of this process has been their growth. At first I had these conversations, and now I sit and watch them resume the meeting with everything they learned.

It must be gratifying to watch the team grow and lead these conversations themselves.

It’s super rewarding. What’s even more rewarding is that we have these goals in mind as a team. Of course, each of them wants to be the best and they are all competitive, but they always work together to help each other achieve these goals. Ultimately, we do it because we know Kleer does huge things for dental care.

What is the Kleer corporate culture that drives your team?

It has always been a transparent environment where truly every voice is heard. If you want a place where you can express yourself and see the results, this business is for you.

What do you hope for the future at Kleer?

All I know is 2022 is going to be a huge year for Kleer. I don’t see the culture of the company changing, just the growing team. It’s really exciting to know that every contributor has an impact.

As far as my development is concerned, management has done a very good job of encouraging my career development. During my three years at Kleer, I was constantly presented with new opportunities to seize. I believe in Kleer’s mission, but the leadership motivation to keep employees personally fulfilled really stands out.

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Margie D. Carlisle