Everything You Need to Know About the CSA

The foundation of our client relationships—simplified for you.

What is the CSA?

The Client Service Agreement (CSA) is the standardized contract that outlines the services MAP provides to clients. It ensures every client is on the same page regarding what we offer, how we operate, and what they are responsible for.

For employees, the CSA serves as a key reference document to guide client interactions, service expectations, and compliance.

Think of it as the “terms and conditions” that govern our client relationships—except we’re making it easy to understand!

  • Standardization – Eliminates confusion by unifying all services under one agreement.

  • Efficiency – Ensures smooth service delivery and clear expectations.

  • Legal Protection – Defines responsibilities, reducing liability for MAP and clients.

Why Does the CSA Matter?

The CSA isn’t just paperwork—it’s a foundation for strong client relationships and seamless operations. It ensures employees have a clear, consistent framework to handle client interactions, align expectations, and maintain compliance. When employees understand the CSA, they can provide more confident, informed support, helping both MAP Retirement and its clients navigate services smoothly.

Why Does the CSA Matter?

The CSA isn’t just paperwork—it’s a foundation for strong client relationships and seamless operations. It ensures employees have a clear, consistent framework to handle client interactions, align expectations, and maintain compliance. When employees understand the CSA, they can provide more confident, informed support, helping both MAP Retirement and its clients navigate services smoothly.

How to Use the CSA in Your Role

✔ Use the CSA to clarify service limitations with clients.

✔ Work with the Sales Team for service upgrades.

✔ Ensure clients understand their service selection.

✔ Clearly communicate pricing, service models, and expectations.

✔ Assist Plan Consultants in upselling services when appropriate.

✔ Follow CSA guidelines when requesting info from clients.

✔ Ensure compliance testing and reporting align with service agreements.

Go to CSA Training