Less administrative burden, better outcomes
Case managers, support coordinators, program directors, and guardians turn to CSA when the people they support need reliable help managing their benefits. With more than 20 years of experience and thousands of lives supported, CSA makes the transition simple and the ongoing partnership dependable. By relieving providers of the administrative burden of managing individual accounts, CSA helps reduce potential liability exposure, strengthen financial oversight, and give staff more time to focus on the people they serve.
A partner that makes referrals easy
Fast, simple client referrals
Phone-based intake and onboarding with paperwork emailed for signatures — we guide the whole process.
Prompt, accurate SSA reporting
Timely beneficiary updates and required reports, filed correctly and on time.
County & state coordination
Close coordination with county and state providers and care teams so everyone stays aligned.
Benefit eligibility protected
We closely monitor account balances to help protect eligibility for Medicaid, SSI, Section 8, and other applicable benefits.
Documented compliance
Careful records and regulatory reporting you can stand behind during audits and reviews.
One reliable point of contact
A single dependable contact for every client you refer — reachable when you need answers.
From referral to peace of mind
A simple, guided process that respects your time and your client's needs.
You refer
Send us a client by phone. Case managers, families, and facilities can all make referrals.
We intake & apply
We handle intake, paperwork, and the SSA application — with expedited handling when benefits are suspended.
We manage & report
Bills paid, budgets built, benefits protected, and accurate reports filed with SSA.
You stay informed
One point of contact keeps you updated so your client stays stable and compliant.
Our agency has been working with CSA since June 2023, and have established a phenomenal working relationship with Sue and her team. Communication is constant and easy, emails are answered within literal minutes, and phone calls never go unanswered. CSA has been an absolute asset to our organization, and has allowed our company to redirect the hundreds of hours spent on Rep Payee responsibilities in other much-needed directions.
Refer a client today
Give your clients a dependable payee partner — and give yourself one less thing to worry about.