Disable Client Emails on a Quote & Apply Website

Reid Tattersall

9/16/2026 · 2 min read

Disable Client Emails stops BackNine from emailing or texting the insured on a specific Quote & Apply website. Use it when you send your own client messages (for example through your CRM or the Quote & Apply API) and do not want BackNine to send a second copy.

This setting is per website. Turning it on for one Quote & Apply site does not change other sites.

How to turn it on
  1. Open Quote & Apply and select the website, or go directly to a site such as https://app.back9ins.com/quote-and-apply/1.
  2. Open the Details tab.
  3. Scroll to Advanced.
  4. Check Disable Client Emails. The change saves automatically.

Uncheck the box to resume BackNine client emails and texts on that website.

What BackNine will not send

When Disable Client Emails is on, BackNine does not send the insured:

  • The introduction email and text with a link to the quote or eApplication
  • Exam invitation emails and calendar invites
  • Drip campaign and chat template emails

Staff also cannot send a chat template to the insured from that website’s eApps.

BackNine still records a note on the eApp that the message was not sent because client emails are disabled. For introductions, intro_last_sent_at is still updated so your integration can tell when an intro would have gone out.

Sending your own client emails

The Quote & Apply API and webhooks continue to return:

  • disable_client_emails on the website
  • send_client_intro_message on the insured
  • intro_last_sent_at on the insured

Use those fields to send your own introduction and follow-up emails. See the API documentation for webhook and eApp payloads.

What this setting does not change
  • Email Agent is a separate Advanced checkbox. It controls whether the agent receives eApp correspondence. Disable Client Emails only affects messages to the insured.
  • Carrier, DocuSign, and other third-party emails are not controlled by this setting.
  • A single insured can still decline an introduction with Send Client Intro Message, or unsubscribe from a specific eApp. Those are per person or per application. Disable Client Emails applies to every eApp started on that website.
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