State Requirements

Montana / Non-Resident Licensing / Individual

Fees

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

  • Per application.

Insurance Producer

Fee:

$100

Reinstatement fee:

$100

Surplus Lines Producer

Fee:

$50

Reinstatement fee:

$50

Managing General Agent

Fee:

$0

Reinstatement fee:

$0

Funeral

Line of Authority Combination:

Funeral

Fee:

$100

Reinstatement fee:

$100

Viatical Settlement Broker

Fee:

$50

Reinstatement fee:

$50

Consultant

Fee:

$50

Reinstatement fee:

$50

Navigator

Fee:

$100

Reinstatement fee:

$100

Certified Application Counselor

Fee:

$0

Reinstatement fee:

$0

Certified Exchange Producer

Fee:

$0

Reinstatement fee:

$0

Lines of Authority

Please note that license class names can vary by state.

Insurance Producer

Life, Disability (Health), Variable, Property, Casualty, Limited Lines Credit, Travel, Pre-Paid Legal, Marine, Surety, Title, Viatical

Surplus Lines Producer

No Lines of Authority Required

Managing General Agent

Managing General Agent

Funeral

Funeral

Viatical Settlement Broker

No Lines of Authority Required

Consultant

Life, Disability (Health), Property, Casualty

Navigator

No Lines of Authority Required

Certified Application Counselor

No Lines of Authority Required

Certified Exchange Producer

Disability (Health)

Motor Club Agent

No Lines of Authority Required

Temporary Producer

Life, , Property, Casualty, Limited Lines Credit, Travel, Limited Lines, Marine, Surety, Title, Viatical

Surety Bail

Surety Bail

Rules and Regulations

Applicant Can

  • Submit initial license for individuals electronically.
  • Submit major lines of authority.
  • Submit limited lines of authority.
  • Submit surplus lines for individuals.
  • Add lines of authority (amend) to an existing active license.
  • Reinstate/reapply through NIPR's Non-Resident License (NRL) Application.
  • Print license electronically.

Business Rules

  • Variable Contracts applicants must supply FINRA CRD number on application.

  • 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 Producer.
    • Insurance Producer Disability (Health) if applying for Certified Exchange Producer.
    • Insurance Producer license, with any LOA, if applying for Managing General Agent.
  • 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.
  • 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.

Contact Information

Mailing Address

Montana Commissioner of Securities and Insurance

840 Helena Avenue

Helena, MT 59604

United States

State overview page

Learn more about state-specific licensing requirements and associate fees to ensure you have all the necessary information for compliance.

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