Montana Insurance License
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.
Company Licenses
Montana Insurance Company Licenses
Montana Certified Exchange Producer License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
Montana Certified Exchange Producer License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
Montana Independent Review Organization Registration
Initial Registration
| Form: | |
| Agency Fee: | $0 |
Registration Renewal
| Form: | |
| Agency Fee: | $0 |
| Due: | Biennially by the date of issuance. |
Montana Insurance Agency License
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
This section applies to insurance firms that are applying for a license in Montana for the first time.
| Agency: | Office of The Montana State Auditor |
| Form: | |
| Agency Fee: | $100 for most |
Registration Renewal
This section applies to insurance firms that are already licensed in Montana and need to renew their license.
Renewal Not Required
Not required
Montana Insurance Producer License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Renewal Not Required
Not required
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 Insurance Producer License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Renewal Not Required
Not required
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
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
Montana Managing General Agent License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
Montana Portable Electronics Large Vendor License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $500 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $1,000 |
Montana Portable Electronics Small Vendor License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
Montana Third Party Administrator License
| Agency: | Office of the Montana State Auditor - Commissioner of Securities and Insurance |
| Foreign Qualification is Prerequisite: | No |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | No |
Initial Registration
| Form: | |
| Filing Method: | Mail or email csiexams@mt.gov |
| Agency Fee: | $100 |
| Required Attachments: | 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. |
Registration Renewal
| Form: | |
| Filing Method: | Mail or email CSIEXAMS@MT.GOV |
| Agency Fee: | $100 |
| Due: | Annually by June 30. |
| Law: |
Individual Licenses
Montana Individual Insurance Licenses
Montana Adjuster License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Adjuster License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Certified Exchange Producer License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Certified Exchange Producer License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Consultant License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Consultant License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Crop Adjuster License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Funeral License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Funeral License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Yes |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Insurance Agent License
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
This section applies to insurance agents that are applying for a license in Montana for the first time.
| Agency Fee: | From $0 to $100 depending on license type |
Registration Renewal
| Filing Method: | |
| Agency Fee: | Varies based on license type |
| Due: | Biennially by the last day of initial registration month |
Montana Insurance Producer License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $50 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Insurance Producer License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Managing General Agent License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Managing General Agent License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $0 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Navigator License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Public Adjuster License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Public Adjuster License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Surety Bail License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Yes |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially by the end of the licensee's birth month. |
Montana Temporary Producer License - Non-Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Renewal Not Required
Not required
Temporary licenses are issued for a period of 90 days and cannot be renewed.
Montana Temporary Producer License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Renewal Not Required
Not required
Temporary licenses are issued for a period of 90 days and cannot be renewed.
Montana Viatical Settlement Broker License - Resident
| Agency: | Office of The Montana State Auditor |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $50 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 |
| Due: | Biennially by the end of the licensee's birth month. |
Learn about insurance licensing in other states:
