State Requirements

Montana / Resident Licensing / Business

Fees

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

  • Per application.

  • *Self Service Storage License fee is determined by state specific question key value 3. 1-10 locations $100; more than 10 locations $250.

Insurance Producer

Fee:

$0

Reinstatement fee:

$0

Surplus Lines Producer

Fee:

$50

Reinstatement fee:

$50

Adjuster

Fee:

$50

Reinstatement fee:

$50

Viatical Settlement Broker

Fee:

$50

Reinstatement fee:

$50

Funeral

Fee:

$0

Reinstatement fee:

$0

Managing General Agent

Fee:

$0

Reinstatement fee:

$0

Navigator

Fee:

$100

Reinstatement fee:

$100

Certified Exchange Producer

Fee:

$0

Reinstatement fee:

$0

Rental Vehicle Entity

Fee:

$100

Reinstatement fee:

$100

Self Service Storage License

Reinstatement fee:

$100

Fee disclaimers:

*Fees as stated above

Lines of Authority

Please note that license class names can vary by state.

Insurance Producer

DRLP Required

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

Surplus Lines Producer

DRLP Required

No Lines of Authority Required

Managing General Agent

DRLP Not Required

Life, Disability (Health), Variable, Property, Casualty, Personal Lines, Limited Lines Credit, Travel, Limited Lines, Surety, Title

Navigator

DRLP Required

No Lines of Authority Required

Certified Exchange Producer

DRLP Required

Disability (Health)

Rental Vehicle Entity

DRLP Required

Property, Casualty

Self Service Storage License

DRLP Not Required

No Lines of Authority Required

Rules and Regulations

Applicant Can

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

Business Rules

  • Applicant may not actively hold or apply for:

    • 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 Producer.
    • Insurance Producer Disability (Health) if applying for Certified Exchange Producer.
    • Insurance Producer license, with any LOA, if applying for Managing General Agent.
  • At least one (1) Designated Responsible Licensed Producer (DRLP) must be listed on all applications.

  • At least one (1) Designated Responsible Licensed Producer (DRLP) must be actively listed and licensed with:

    • Disability (Health) if Certified Exchange Producer is requested.
    • Navigator if Navigator is requested.
    • Any line of authority (LOA) from Insurance Producer license class if Managing General Agent is requested.
    • Property and Casualty if Rental Vehicle 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.

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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