Step-by-Step Video

To help employers/HR quickly achieve their goals, Bowtie has recorded several videos based on the most common scenarios. 

With these videos, employers can easily solve problems by following the step-by-step guidance in the video when encountering the following situations: 

How to add or terminate members?

Employer Platform: Detailed Page Introduction

After your group policy is approved, you can add, delete, and manage your insured employees and their dependents on the employee account platform.

Add insured employees

1. Click 'Add Member' and select 'Add Employee'.
   
   
   
   
2. Follow the instructions to fill in the insured employee's information, then click 'Save'. You can provide the effective date of the member's coverage when filling in the member's information. If you skip filling in the 'Effective Date' column, the coverage for the new member will take effect immediately after submitting the application.
   
   
   
   
3. The added employee will be displayed on the list. After filling in basic contact information, reading and agreeing to the relevant terms, and uploading the required documents as prompted, a Bowtie employer account is successfully created. If you already have an account, you can log in directly here.
   
   
   
   
4. Go back to the 'Member List' > 'Applying' page and click 'Confirm Application'. After submitting, you will not be able to change the information of the insured person.
   
   
   

Add insured dependents

1. Click 'Add Insured Person' and select 'Add Employee's Dependents'.
   
   
   
   
2. Search for the employee with a familial relationship to the new insured dependent from the list of insured persons and click 'Select' on the right side of the list.
   
   
   
   
3. Follow the instructions to fill in the insured dependent's information, then click 'Save'. You can provide the effective date of the member's coverage when filling in the member's information. If you skip filling in the 'Effective Date' column, the coverage for the new member will take effect immediately after submitting the application.
   
   
   
   
4. The added insured dependent will be displayed on the list.
   
   
   
   
5. Go back to the 'Member List' > 'Applying' page and click 'Confirm Application'. After submitting, you will not be able to change the information of the insured person.
   
   

Remove insured person

When the insured life you wished to remove is an employee of the company, their dependent will be removed at the same time. When removing a dependent from an employee, only the selected dependent will be removed.

1. Choose the insured person to delete from the list of insured persons.
   
   
   
   
2. Click "Terminate member" within the insured person's information page.
   
   
   
   
   

   The last coverage date of the policy is the day before the above-mentioned policy termination date. The member is not covered on the termination date.

3. Click "Confirm" in the confirmation window.