Each new relationship begins with a comprehensive interview, including representatives from members of our Executive Management Team, Client Care, Operations, and Finance departments. Together, we develop a complete Client Profile to ensure that we fully understand your needs, and that your goals become the metrics against which we measure our performance every day.
A Good Start with ConServe is as Easy as 1, 2, 3...
Stage 1
No Risk Contract
- No Commitment
- Simple Terms
- Business Partners
Scope of Work (SOW)
- Define Expectations
- Review Collection Procedures
- Data Management
Welcome Kit
- Information Exchange
- Instructional Booklets
- Complimentary Tools
Stage 2
Secure Access
- Identify Key Personnel
- Create Secure User ID & Passwords
- ConServe Client Web Portal® Training
24/7 ConServe Client Web Portal®
- Manage Accounts
- Upload Accounts
- Produce Reports & Documents
Plug & Play Placement Process
- 24/7 Secure Account Uploads
- Real-time Acknowledgments
- Accounts placed within 24 hrs.
Stage 3
Evaluations and Reporting
- Set Performance Goals
- Performance Dashboards
- Quarterly & Annual Reviews
Effective Communication
- Award Winning Client Care Team
- Newsletter & Industry Updates
- Online Industry Resource Center
Complimentary Training
- ConServe University® Workshops
- Industry & Professional Development Webinars
- Online Industry Resource Center
