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Advisor Reporting Portal

The Bestow Advisor Reporting Portal is here! We’re excited to bring you a new tool that makes it simple for your agency to download real-time new business reports. As a reminder, the reports contain customer and policy information, but do not include commission data. Advisor Reporting will roll out in two phases:

PHASE 1: BGA ACCESS ONLY
Look for an email from ‘team@bestow.com’ by September 17th. Our team is turning on access and creating reporting accounts for all direct-access IMO and BGA contacts. Starting this week, you should receive a Welcome email from Bestow which allows you to reset your password and sign into your account.

Download our BGA Reference Guide for full instructions on signing into the portal and details on key definitions within the reports.

PHASE 2: AGENCY OR AGENT ACCESS
If access is granted by the BGA, we’ll give downline agencies and agents access to their own reports. More instructions will be shared as we get closer to the Phase 2 rollout.