Montana

Insurance licensing overview

Contents

Quick Links

Print a license
To print your license, access the state’s license print tool and follow the instructions on the page.
View your transcript
Licensed professionals can access continuing education (CE) transcripts using their state's licensed provider.

Insurance licensing requirements

View the Montana insurance licensing requirements and associated fees to ensure compliance.

View requirements

License management

Apply for a license

To apply for a license in Montana, visit LicenseHub.
If you can’t apply for the lines for which you have qualified, contact the state to verify that they have received the exams and any necessary pre-licensing education completion information. Also ensure that they have reported this to NIPR with the correct last name, social security number and date of birth. 

Renew a license

To renew a license in Montana, visit LicenseHub.

If you can’t renew a particular line offered via NIPR, verify that the line is actively held in your resident state. If the line is not held, you cannot request that line via NIPR. 

Print a license

To print your license, access your state’s license print tool and follow the instructions on the page.

Find current producer licensing information

Visit the Producer, Adjuster & Consultant Licensing page of the Montana Commissioner of Securities and Insurance (CSI) website.

Cancel or surrender a line of authority

To surrender a license or delete a line of authority, submit a request with the licensee’s name, license number and signature to ProducerLicensing@MT.gov

Information updates

Report a legal name change – individual or entity

To report a legal name change for an individual or entity, visit LicenseHub.

Update contact information – individual or entity

To update contact information for insurance professionals, visit the LicenseHub. To find more information on the contact update process, visit our Contact Change Request page.

Report changes to Affiliations or Designated Responsible Licensed Producers

For changes related to affiliations or Designated Responsible Licensed Producers (DRLPs), submit a request to ProducerLicensing@MT.gov. The request should include the full name and license number of the person to be added and/or deleted.  

Report changes to Owners, Officers, Partners or Directors

The Montana CSI does not track changes to Owners, Officers, Partners or Directors.  

Understand residency type changes 

For residency type changes, submit a request to ProducerLicensing@MT.gov. The request should include the licensee's full name, license number, current resident state, and new resident state. 

Exams and continuing education

Schedule an exam

To schedule an exam, contact Pearson Vue at 800-274-0455 or visit the Pearson Vue website. 

View continuing education requirements

Visit the Producer, Adjuster & Consultant Licensing page on the Montana CSI website to learn more about CE requirements. 

Find exam score validity period

Insurance exam scores in Montana are valid for 12 Months.

State contact information

Mailing Address

Montana Commissioner of Securities and Insurance

840 Helena Avenue

Helena, MT 59604

United States