MONTANA 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 Resident License (RL) Application.
Yes License printing available electronically.

License Printing

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

Business Rules (Individual)

Test exams are provided by Pearson Vue.

Montana exams are valid for one (1) year from the exam date.

Variable Contracts applicants must supply FINRA CRD number on application.

Public Adjusters are required to post surety bond of $5000. Please submit by email or fax to the state.

Non-citizens of the U.S. must show proof of U.S. work authorization.

Producer, Consultant, Funeral, Surety Bail, Adjuster, Public Adjuster, Crop Adjuster, amendment applicants: After one year of receiving initial license, applicant will be deferred for fingerprint check by MT DOI.

Applicant may not actively hold or apply for:

  • Producer Life and Producer Viatical lines of authority (LOAs) at the same time.
  • Producer Life and Funeral at the same time.
  • Adjuster and Public Adjuster at the same time.
  • Crop Adjuster and Public Adjuster at the same time.
  • Portable Electronics Small Vendor and Portable Electronics Large Vendor at the same time.
  • Viatical Settlement Broker and Producer Viatical at the same time.

Applicant must actively hold:

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

Rental Vehicle Entity applicants are required to submit quarterly filing.

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) Exam Required
Producer Casualty Yes
Producer Disability (Health) Yes
Producer Life Yes
Producer Property Yes
Producer Variable No
Producer Limited Lines Credit Yes
Producer Surety No
Producer Travel No
Adjuster No Lines Yes
Certified Application Counselor No Lines No
Certified Exchange Producer Disability (Health) No
Consultant Casualty Yes
Consultant Disability (Health) Yes
Consultant Life Yes
Consultant Property Yes
Crop Adjuster No Lines Yes
Funeral Funeral Yes
Managing General Agent Casualty No
Managing General Agent Disability (Health) No
Managing General Agent Life No
Managing General Agent Limited Lines No
Managing General Agent Limited Lines Credit No
Managing General Agent Personal Lines No
Managing General Agent Property No
Managing General Agent Surety Yes
Managing General Agent Title Yes
Managing General Agent Travel No
Managing General Agent Variable No
Motor Club Agent No Lines No
Navigator No Lines Yes
Producer Marine  
Producer Pre-Paid Legal Yes
Producer Title No
Producer Viatical No
Public Adjuster No Lines Yes
Surety Bail Surety Yes
Surplus Lines Producer No Lines No
Temporary Producer Casualty No
Temporary Producer Disability (Health) No
Temporary Producer Life No
Temporary Producer Limited Lines Credit No
Temporary Producer Marine No
Temporary Producer Property No
Temporary Producer Surety No
Temporary Producer Title No
Temporary Producer Travel No
Temporary Producer Variable No
Temporary Producer Viatical No
Viatical Settlement Broker No Lines No

License Fees (Individual)

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

License Class / LOA Combination Fee * Reinstatement Fee *
Producer / All LOAs No Fee No Fee
Surplus Lines / No Lines $50.00 $50.00 total
Adjuster / No Lines $50.00 $50.00 total
Public Adjuster / No Lines $50.00 $50.00 total
Crop Adjuster / No Lines $50.00 $50.00 total
Consultant / All LOAs $50.00 $50.00 total
Motor Club Agent / No Lines No Fee No Fee
Viatical Settlement Broker / No Lines $50.00 $50.00 total
Funeral / Funeral No Fee No Fee
Temporary Producer / All LOAs No Fee No Fee
Surety Bail / Surety No Fee No Fee
Managing General Agent / All LOAs No Fee No Fee
Navigator / No Lines $100.00 $100.00 total
Certified Application Counselor / No Lines No Fee No Fee
Certified Exchange Producer / Disability (Health) No Fee No Fee

* Per application.

Contacts

Last Update: 12/27/2016

MONTANA 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 Resident License (RL) 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 may not actively hold or apply for:

  • Producer Life and Producer Viatical lines of authority (LOAs) at the same time.
  • 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 Producer Viatical at the same time.

Applicant must actively hold:

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

At least one (1) Designated Responsible Licensed Producer (DRLP) must be listed on all 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 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
Producer Casualty Yes
Producer Disability (Health) Yes
Producer Life Yes
Producer Property Yes
Producer Variable Yes
Producer Limited Lines Credit Yes
Producer Surety Yes
Producer Title Yes
Producer Travel Yes
Certified Exchange Producer Disability (Health) Yes
Managing General Agent Casualty Yes
Managing General Agent Disability (Health) Yes
Managing General Agent Life Yes
Managing General Agent Limited Lines Yes
Managing General Agent Limited Lines Credit Yes
Managing General Agent Personal Lines Yes
Managing General Agent Property Yes
Managing General Agent Surety Yes
Managing General Agent Title Yes
Managing General Agent Travel Yes
Managing General Agent Variable Yes
Navigator No Lines Yes
Producer Marine Yes
Producer Pre-Paid Legal Yes
Producer Viatical Yes
Rental Vehicle Entity Casualty Yes
Rental Vehicle Entity Property Yes
Surplus Lines Producer No Lines 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 *
Producer / All LOAs No Fee No Fee
Surplus Lines / No Lines $50.00 $50.00 total
Adjuster / No Lines $50.00 $50.00 total
Viatical Settlement Broker / No Lines $50.00 $50.00 total
Funeral / Funeral No Fee No Fee
Managing General Agent / All LOAs No Fee No Fee
Navigator / No Lines $100.00 $100.00 total
Certified Exchange Producer / Disability (Health) No Fee No Fee

* Per application.

Contacts

Last Update: 12/27/2016

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