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Information on Company Accounts

 

Company Bulk Agreements: One Bill for Your Whole Team

A company bulk agreement lets a device company, distributor or territory pay for all of its reps’ Settrax accounts on one bill. Settrax handles the setup for you: we create your reps’ accounts, link team members, and upload your company documents.

The price per rep is the same as our standard annual subscription. What you get is convenience and control, not a discount.

Choose your plan

Standard Executive
One consolidated bill for all reps ✓ ✓
Settrax creates and manages rep accounts ✓ ✓
Team Manager account to monitor your reps’ compliance   ✓
Training session for your account manager   ✓
Direct access to the Settrax resource team   ✓
Price Annual subscription per rep Annual subscription per rep, plus a one-time $2,500.

About the Team Manager account: your account manager gets their own Settrax account linked to all of your reps. They can see each rep’s compliance status in one place, without asking each rep individually.

What’s included with every bulk agreement

  • Swap reps at no extra cost. If a rep leaves partway through your billing cycle, a new rep can take over their account for the rest of the cycle.
  • We handle account setup. Settrax creates new accounts and deactivates departing reps for you.
  • Add reps anytime. New reps are prorated for the rest of your billing year. You can pay when they’re added or roll the cost into your annual invoice.
  • Your company owns the data. Rep account details belong to your company and can be shared with your management team.

How to get started

  1. Contact us. Email support@settrax.com or use the Contact Us form. Tell us which plan you’re interested in, Standard or Executive.
  2. Send us your rep list. Attach a spreadsheet with each rep’s:
    • First and last name
    • Email address
    • Cell phone number
    • Team, if any (we use this to link team accounts)
  3. Review and pay your invoice. We’ll send an invoice based on the number of reps on your list.
  4. We create the accounts. Once payment is received, we set up and link your reps’ accounts. Each rep gets an email with their login details.

How to pay

  • Credit card (fastest): We will send you an invoice to pay through the Settrax Billing Portal. We can create accounts as soon as your payment goes through.
  • Check: Mail payment to Settrax, 5727 Baker Way NW, Suite 206, Gig Harbor, WA 98332. We can’t create accounts until the check arrives, so expect a delay.

Questions?

Contact Settrax Support. We’re available Monday–Friday, 5 AM–5 PM PT, at support@settrax.com.