CSA Overview & Why It Matters

Learning Objective: Understand what the CSA is, why it matters, and who needs to be familiar with it.

Video: Introduction to CSA

📌 Key Topics Covered:

  • The Client Service Agreement (CSA) as the single contract for all new MAP clients
  • Why the CSA matters (Standardization, Efficiency, Legal Protection).
  • Who needs to understand the CSA? (Plan Consultants, Sales, Account Coordinators, Leadership).

  • Brief overview of the CSA’s structure.

Knowledge Check

What are the three primary benefits of the CSA?

Which employees need to understand the CSA?

Module 1
Module Progress: 12%