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53 Karma

Review on Octant by Dustin Citizen

Revainrating 5 out of 5

Octant Software Review For Insurance

I like that you can customize your quote to show what is included in each category of service - it makes for easy quoting/budgeting! It's also nice because we have been able use this system since 2012 so all our data has already transferred over from another program which was annoying at first but now its not as big an issue anymore (but still would be helpful if there were more integration options).

img 1 attached to Octant review by Dustin Citizen

There are some things about octants interface i dislike such as how long they take before showing up when adding categories or subcategories into quotes etc., sometimes takes 2 tries just right click add item instead then select items manually than wait 15 minutes until shown again..

Pros
  • The abilityto change prices easily within quotations saves alot time otherwise spent doing manual entry work..you
Cons
  • Mostly okay, but...