MONTANA Non-Resident Licensing for Individuals

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State Announcements

There are no announcements for Montana at this time.

Primary Rules (Individual)

Response Question
Yes Accepts initial license for individuals electronically.
Yes Accepts major lines of authority.
Yes Accepts limited lines of authority.
Yes Accepts surplus lines for individuals.
Yes Applicant can add lines of authority (amend) to an existing active license.
Yes Applicant can reinstate/reapply through NIPR's Non-Resident License (NRL) Application.
Yes License printing available electronically.

License Printing

To print your license, click the state on NIPR's Producer Licensing Map.

Business Rules (Individual)

Applicant's name, birth date, license number, state of residence, Tax ID, and National Producer Number (NPN) must match current Producer Database (PDB) record for resident state.

Variable Contracts applicants must supply FINRA CRD number on application.

Applicant may not actively hold:

  • Insurance producer Life and Funeral at the same time.
  • Insurance producer Life and insurance producer Viatical lines of authority (LOAs) at the same time.
  • Portable Electronics Small Vendor and Portable Electronics Large Vendor at the same time.
  • Viatical Settlement Broker and insurance producer Viatical at the same time.

Applicant must actively hold:

  • Insurance producer Life if applying for insurance producer Variable LOA.
  • Insurance producer Life if applying for insurance producer Viatical LOA.
  • Insurance Producer/Property and Casualty if applying for Surplus Lines.
  • Insurance producer Disability / Health if applying for Certified Exchange Producer.
  • an insurance producer license, with any LOA, if applying for Managing General Agents.

If applicant responds "yes" to one of the background questions please submit supporting documents electronically via NIPR's Attachments Warehouse. The documents may also be submitted to the state via mail, email, or fax.

State Offerings (Individual)

Please note that license class names can vary by state.

License Class Line of Authority (LOA)
Insurance Producer Life
Insurance Producer Property
Insurance Producer Variable
Insurance Producer Disability / Health
Insurance Producer Personal Lines
Insurance Producer Casualty
Insurance Producer Surety
Insurance Producer Travel
Insurance Producer Limited Lines Credit
Insurance Producer Limited Lines
Insurance Producer Title
Insurance Producer Marine
Insurance Producer Viatical
Surplus Lines Producer None
Consultant Property
Consultant Casualty
Consultant Life
Consultant Disability / Health
Motor Club Agent None
Viatical Settlement Broker None
Funeral Funeral
Temporary Producer Life
Temporary Producer Property
Temporary Producer Variable
Temporary Producer Disability / Health
Temporary Producer Casualty
Temporary Producer Surety
Temporary Producer Travel
Temporary Producer Limited Lines Credit
Temporary Producer Title
Temporary Producer Marine
Temporary Producer Viatical
Temporary Producer Limited Lines
Surety Bail Surety
Managing General Agent Managing General Agent
Navigator None
Certified Appliation Counselor None
Certified Exchange Producer Disability / Health
Insurance Producer Pre-Paid Legal

License Fees (Individual)

Fees shown are state fees only. These fees do not include NIPR transaction fees.

License Class / LOA Combination Fee * Reinstatement Fee *
Insurance Producer / All LOAs $100.00 $100.00
Surplus Lines Producer / None $50.00 $50.00 total
Managing General Agent / Managing General Agent No Fee No Fee
Funeral / Funeral $100.00 $100.00 total
Viatical Settlement Broker / None $50.00 $50.00 total
Consultant / All LOAs $50.00 $50.00 total
Navigator / None $100.00 $100.00 total
Certified Application Counselor / None No Fee No Fee
Certified Exchange Producer / Disability/Health No Fee No Fee

* Per application.  

Contacts

Last Update: 9/08/2017

MONTANA Non-Resident Licensing for Business Entities

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State Announcements

There are no announcements for Montana at this time.

Primary Rules (Business Entity)

Response Question
Yes Accepts initial license for business entities electronically.
Yes Accepts major lines of authority.
Yes Accepts limited lines of authority.
Yes Accepts surplus lines for business entities.
Yes Applicant can add lines of authority (amend) to an existing active license.
Yes Applicant can reinstate/reapply through NIPR's Non-Resident License (NRL) Application.
Yes License printing available electronically.

License Printing

To print your license, click the state on NIPR's Producer Licensing Map.

Business Rules (Business Entity)

Applicant's name, Tax ID, license number, and state of residence must match current Producer Database (PDB) record for resident state.

  • Insurance producer Life and insurance producer Viatical lines of authority (LOAs) at the same time.
  • Insurance producer Life and Funeral at the same time.
  • Portable Electronics Small Vendor and Portable Electronics Large Vendor at the same time.
  • Viatical Settlement Broker and insurance producer Viatical at the same time.

Applicant must actively hold:

  • Insurance producer Life if applying for insurance producer Viatical LOA.
  • Insurance producer Life if applying for insurance producer Variable LOA.
  • Insurance Producer/Property and Casualty if applying for Surplus Lines.
  • Insurance producer Disability / Health if applying for Certified Exchange Producer.
  • A insurance producer license, with any LOA, if applying for Managing General Agents.

At least one (1) Designated Responsible Licensed insurance producer (DRLP) must be listed on all business entity applications.

At least one DRLP must be actively listed licensed with:

  • Disability - Health if certified Exchange Producer is requested.
  • Navigator if Navigator is requested.
  • Any LOA from insurance producer license class if Managing General Agent is requested.
  • Property and Casualty if Vehicle Rental Entity is requested.
  • Property AND Casualty if Vehicle Rental Entity is requested

If applicant responds "yes" to one of the background questions please submit supporting documents electronically via NIPR's Attachments Warehouse. The documents may also be submitted to the state via mail, email, or fax.

State Offerings (Business Entity)

License Class Line of Authority (LOA) DRLP Required
Insurance Producer Life Yes
Insurance Producer Property Yes
Insurance Producer Variable Yes
Insurance Producer Disability / Health Yes
Insurance Producer Personal Lines Yes
Insurance Producer Casualty Yes
Insurance Producer Surety Yes
Insurance Producer Travel Yes
Insurance Producer Limited Lines Credit Yes
Insurance Producer Limited Lines Yes
Insurance Producer Title Yes
Insurance Producer Marine Yes
Insurance Producer Viatical Yes
Surplus Lines Producer None Yes
Rental Vehicle Entity Property Yes
Rental Vehicle Entity Casualty Yes
Managing General Agent Managing General Agent Yes
Navigator None Yes
Certified Exchange Producer Disability / Health Yes
Portable Electronics Large Vendor Property No
Portable Electronics Small Vendor Property No
Insurance Producer Pre-Paid Legal Yes

License Fees (Business Entity)

Fees shown are state fees only. These fees do not include NIPR transaction fees.

License Class / LOA Combination Fee * Reinstatement Fee *
Insurance Producer / All LOA's $100.00 $100 Total
Managing General Agent / Managing General Agent No Fee No Fee
Navigator / None $100.00 $100.00
Certified Exchange Producer / Disability/Health No Fee No Fee
Portable Electronics Small Vendor / Property $100.00 $100.00
Portable Electronics Large Vendor / Property $500.00 $500.00

* Per application.

Contacts

Last Update: 9/08/2017

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