Fees, Billing & Collections
Learning Objective: Understand how fees are structured and how billing is managed under the CSA.
Video: CSA Fees & Billing Overview
📌 Key Topics Covered:
- Standard fees by service model.
- Add-on services: amendments, payroll support, document maintenance.
- Plan-paid vs. employer-paid billing models.
- Late payment penalties and service pauses.
Knowledge Check
How are service fees paid under the CSA?
What happens if a payment is late?
Module 7
Final Disclosures & CSA Checklist
Learning Objective: Understand final disclosures, and how to ensure clients have reviewed the CSA fully.
Video: CSA Disclosures & Final Review
📌 Key Topics Covered:
-
Final checklist and confirmation process.
- Importance of fully reviewing the CSA before onboarding.
Knowledge Check
What document must clients receive alongside the CSA?
Why is the final checklist important?
Module 8