Urgent: Report
BOI before the federal deadline to avoid $591/day penalties. File before 1/1/2025
Days Hours Minutes Seconds until the deadline. Act now to allow time for info collection and filing delays.
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Licensing requirements for Montana insurance professionals and companies.
This page provides an overview of insurance licensing in Montana for individuals and companies. You will find state requirements, application fees, filing instructions, and more. For assistance with licensing, please contact us to learn about our software and managed license services.
Companies that provide insurance producer services in Montana must apply for a license prior to doing
business. Depending on the lines of authority offered by the entity and the types of services offered, multiple
firm licenses may be required.
Before applying, firms should ensure that the licensed individual to be appointed agent in charge has the
necessary licenses. Firms should also gather proof of incorporation, or foreign qualification for out-of-state
firms, in anticipation of application requirements.
Business Entity (agency) licenses are perpetual and don’t require a renewal fee. In order for a business entity license to remain active there must be at least one active licensed producer.
Business Entity (agency) licenses are perpetual and don’t require a renewal fee. In order for a business entity license to remain active there must be at least one active licensed producer.
Montana Managing General Agent License - Non-Resident
A current NAIC biographical affidavit for each individual, member, officer, or owner of applicant and each person to be authorized to act under the registration.
A detailed explanation of the company’s business plans for Montana including the marketing of its services.
If applicant is using a d/b/a, provide authority to use such business name from the appropriate regulatory official from your state of domicile.
Financial statements including a balance sheet (reporting positive net worth) and an income statement for the most recent complete calendar or fiscal year. Audited financial statements are to be submitted if available.
Filing fees depend on your individual situation. We do our best to calculate your filing fees
upfront and collect those fees today so we can get started. Your specialist will determine your
exact filing fees and invoice additional fees if required.
