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Increase case acceptance by mastering the Bond, Acknowledge, Guide, Ease, Lock framework.
Learn patient-friendly language to explain insurance and build trust with your patients.
Discover strategies to handle objections and reframe conversations around health and value.
Course Description
This course is designed for dental office managers, treatment coordinators, and dental teams who want to confidently present treatment plans without relying on pre-determinations. Whether you’re in general dentistry, specialty, or pediatric practice, if you’ve ever struggled with explaining insurance, estimating patient portions, or getting patients to say “yes,” this course is for you. By the end of this course, participants will: - Understand why pre-determinations slow down treatment and how to replace them with confident, accurate estimates. - Master the Bagel Method™ framework (Bond, Acknowledge, Guide, Ease, Lock) to increase case acceptance. - Learn how to clearly explain insurance in patient-friendly language that builds trust. - Discover how to handle common objections and reframe conversations around health and value. - Gain practical strategies for scheduling, securing payment, and preventing financial surprises. - Access tools, scripts, and resources to implement this system immediately—and, for DOMA Elite members, the option for coaching directly with Kyle on case acceptance and dental insurance.
About the Creator
Kyle Summerford is a dental office manager, educator, and industry leader with over two decades of hands-on experience building and scaling dental practices into multimillion-dollar businesses. Starting at the front desk making recall calls, Kyle worked his way up to managing high-performing, multi-provider clinics, where he developed expertise in operations, case acceptance, and insurance systems. His leadership and strategies have consistently transformed practices into thriving enterprises with record-setting growth. Kyle is the President of DOMA (Dental Office Managers Alliance), a national organization dedicated to elevating office managers through education, resources, and leadership development. He also founded the DOMA Influence Alliance, a professional network for dental coaches and consultants designed to expand their reach, visibility, and impact within the industry. He is also the former Editorial Director for DentistryIQ.com, where he shaped national content and resources focused on front office management and leadership in dentistry. As a speaker and trainer, Kyle is best known for his Bagel Method™ for case acceptance, his proven strategies for strengthening manager-doctor alignment, and his ability to simplify complex systems—like insurance coding, performance reviews, and financial conversations—into easy-to-use frameworks that deliver measurable results. Outside of his professional work, Kyle enjoys traveling with his wife Jasmine, exploring local coffee shops, and creating innovative ways to help dental teams and industry leaders achieve long-term success.
What People Are Saying
Testimonials build trust — fast. See how this course is making a difference and purchase with confidence.
Kyle has a gift for making complicated topics like insurance and case acceptance simple and easy to apply. After training with him, our case acceptance rate jumped within weeks.
Dental Office Manager
Kyle doesn’t just teach theory, he’s lived it. Every example comes straight from real practice life. My team left his training motivated and with practical tools we use every day
Treatment Coordinator
The Bagel Method completely changed how I present treatment. Patients say yes more often, and I finally feel confident discussing financials without second-guessing.
General Dentist
Kyle’s training gave me the confidence to stop relying on pre-determinations. Now I can give patients accurate estimates the same day, and they actually thank me for making the process so simple
Insurance Coordinator
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