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Compare Clerri

The platform, compared honestly.

How Clerri stacks up against other membership platforms and against running a plan yourself. Line by line, the differences add up fast.

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Feature by feature

Three ways to run a membership plan

The same plan, run three ways: on Clerri, on another platform, or by hand. Here is where the differences show up.

Feature Clerri Other platforms In-house plan
Run it
Lives inside your PMS schedule view Yes Rarely No
Enroll a patient in about 30 seconds Yes Manual entry Paper forms
Automated billing, renewals, and payment posting Yes Partial No
One view of members across every location Yes Limited Spreadsheets
Grow it
Automated patient marketing campaigns Yes Add-on No
Printed brochures and front-desk materials Yes Varies Design your own
Custom practice landing page Yes Add-on No
Patient savings tool at the front desk Yes Varies No
Dedicated growth team and success manager Yes Support desk No
Rewards for the front-office team Yes No No
Trust it
50-state compliance guidance, including Knox-Keene Yes Do it yourself Your risk
HIPAA and PCI security handled Yes Varies Your risk
Bilingual member support by phone, email, or chat Yes Varies Your front desk
Member benefits protected and serviced for the full membership term Yes Varies Your risk
Holds DMPO licenses in all 36 states that require them Yes Varies Your risk

Comparisons reflect typical capabilities of membership platforms and in-house plans based on publicly available information, June 2026. Details vary by vendor and plan.

Our licensing, your protection

We hold the licenses, so your practice doesn't hold the risk.

Membership plans are regulated. 36 states license Discount Medical Plan Organizations, and California adds Knox-Keene on top. Clerri maintains the licenses and builds every plan to applicable laws in all 50 states, so the regulatory work sits with our compliance team instead of your front desk. If a rule changes, we adapt the plan and you keep practicing.

See how we stay compliant
  • DMPO licensed in all 36 states that require it
  • Knox-Keene compliant in California
  • Plans built to applicable laws in all 50 states
  • Monitored by our compliance team, not yours
Questions

Comparison FAQs

Can we switch to Clerri from another membership platform?

Yes. We migrate your existing plans, members, and billing so nothing is interrupted, and a dedicated success manager runs the transition. Most practices are live in about two weeks.

Are there long contracts?

No long contracts. Clerri earns the renewal by performing: your plan is supported by a growth team whose job is to keep enrollment and production climbing.

What makes Clerri integrations different?

Clerri connects to over 90% of practice management systems through native, direct, and authorized integrations, not a strap-on third-party tool. Your PMS stays the source of truth, and membership work happens in the schedule view your team already uses.

We run our plan in-house today. Why change?

Keep the plan design you like and drop the administration. Clerri automates enrollment, billing, renewals, and payment posting, adds patient marketing, and handles compliance and security, so the plan grows without adding front-desk work.

See the difference in your own schedule.

Request a 15-minute walkthrough and compare Clerri against whatever runs your plan today, live, with your own numbers.

Request a 15-minute walkthrough
No long contractsWe migrate existing plansLive in about two weeks

Comparisons reflect typical capabilities of membership platforms and in-house plans based on publicly available information, June 2026. Details vary by vendor. Membership plans are not insurance.