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With the recent launch of the Bestow Advisor Reporting Portal, you now have access to a tool that makes it easy to download your new business reports.
PHASE 1: BGA ACCESS HAS BEEN COMPLETED
All current BGAs have been added to the portal. If you haven’t yet accessed the reporting portal, please look for a Welcome email from ‘team@bestow.com’, create a new password and sign in to your account. If you need help, please contact our team at agents@bestow.com.
PHASE 2: DOWNLINE AGENTS ROLLOUT IS STARTING
Downline agencies and agents that have been granted access by their BGA will begin to receive Welcome emails to the Advisor Reporting Portal starting this week and rolling into mid-October. We’ll email them to share instructions the week they can expect to see a Welcome email and start accessing the portal.
Download our Reference Guide for full instructions on signing in to the portal and details on key definitions within the reports. |
