Information on Company Accounts

What is a Company Bulk Agreement?

A company bulk agreement is an agreement a device vendor company, distributor, or territory makes with Settrax to consolidate payment for their individual reps. With this comes the benefits of having Settrax do all the back work such as account creation, vendor linking, and company bulk document uploading. Company bulk agreements do not have any financial advantages though, as the price is the same as the advertised Annual subscription. There are two types of company bulk agreements though:

1. Standard: A Standard company bulk agreement simply covers the Settrax account creation and management for a company with a consolidated payment.  
   
   
2. Executive: An Executive company bulk agreement includes Settrax account creation and management with a consolidated payment, a special Team Manager Settrax Account, a Settrax training session with the client’s Account Manager, and direct access to the Settrax resource team. The Team Manger account gives the client’s account manager their own Settrax super account that is linked to their reps, so they can monitor vendor compliance. There is a $2,500 upcharge for an executive company bulk agreement. 

Company Bulk Agreement Benefits 

• Since company bulk agreements are paid for by a single source (company management), they are given the ability to swap out users without an additional fee. So, if one company rep leaves the company in the middle of the billing cycle, a new rep can replace them through the end of the billing cycle with no additional cost.
  
  
• Settrax will take care of new account creation and deactivations as needed.
  
  
• Additional users added will be added to the annual bill at a prorated amount. This can be paid upfront when the user is onboarded or added to the annual invoice. 
  
  
• Company management owns the user data and details about the individual user’s account can be monitored and shared with management. 

Account Creation for Company Bulk Agreements  

Once payment is received, we work with the client’s account manager to receive an excel document that includes their reps: 

• first name,
• last name,
• email address,
• cell phone number
• If the rep belongs to a particular team (to create linked accounts)

Paying for a Company Bulk Agreements

A company bulk agreement can be paid for by two different methods:  

1. Sending a check for the required amount to 5727 Baker Way NW, Suite 206, Gig Harbor, WA 98332. 
2. Paying by credit card through the billing portal.
   

   Please note that if you choose to pay by check, initial account creation cannot be completed until payment is received. Paying by credit card is a much faster process as accounts can then be created immediately. 

For further questions, or to set up a bulk agreement, please contact ap@settrax.com .