The ConServe 
Good Start Program
®
Your goals are the metrics we use to measure our performance. To ensure we fully understand 
your unique needs, professionals from our Client Care, Operations, Finance, and Executive teams 
work closely with you to develop a comprehensive Client Profile before any work begins.
Stage 1
ConServe’s No Risk Contract
n No Commitment
n Simple Terms
n Business Partners
Scope of Work (SOW)
n Define Relationship Parameters
n Define Collection Rules
n Data Management Process Reviewed
Welcome Kit
n SOW Summary Provided
n Contact Information Exchanged
n Free Tools
Stage 2
Secure Access
n Identify Key Personnel
n Create Secure User ID & Passwords
n Schedule Client Web Portal Training
24/7 ConServe Client Web Portal®
n Manage Accounts
n Upload Accounts
n Produce Reports & Documents
Plug & Play Placement Process
n Upload Accounts 24/7
n Immediate Acknowledgment
n Accounts Placed Within 24hrs
Life of Contract
Evaluation
n Set Performance Goals
n Monthly Performance Dashboards
n Quarterly & Annual Agency Reviews
Communication
n Industry Leading Client Care Department
n Client Newsletter & Regulatory Updates
n Online Industry Resource Center
Value Added Training
n Free ConServe University® Workshops
n Free ConServe University® Webinars
n Access to Client Resource Center
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