State Requirements

Montana / Resident Licensing / Individual

Fees

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

  • Per application.

Insurance Producer

Fee:

$0

Reinstatement fee:

$0

Surplus Lines Producer

Fee:

$50

Reinstatement fee:

$50

Adjuster

Fee:

$50

Reinstatement fee:

$50

Public Adjuster

Fee:

$50

Reinstatement fee:

$50

Crop Adjuster

Fee:

$50

Reinstatement fee:

$50

Consultant

Fee:

$50

Reinstatement fee:

$50

Motor Club Agent

Fee:

$0

Reinstatement fee:

$0

Viatical Settlement Broker

Fee:

$50

Reinstatement fee:

$50

Funeral

Fee:

$0

Reinstatement fee:

$0

Temporary Producer

Fee:

$0

Reinstatement fee:

$0

Surety Bail

Fee:

$0

Reinstatement fee:

$0

Managing General Agent

Fee:

$0

Reinstatement fee:

$0

Navigator

Fee:

$100

Reinstatement fee:

$100

Certified Application Counselor

Fee:

$0

Reinstatement fee:

$0

Certified Exchange Producer

Fee:

$0

Temporary Surety Bail

Fee:

$0

Lines of Authority

Please note that license class names can vary by state.

  • NIPR verifies exams prior to allowing submission of an application.

Insurance Producer

Exam Required

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

Exam Not Required

Variable, Marine, Viatical, Travel

Surplus Lines Producer

Exam Not Required

No Lines of Authority Required

Adjuster

Exam Required

No Lines of Authority Required

Public Adjuster

Exam Required

No Lines of Authority Required

Crop Adjuster

Exam Required

No Lines of Authority Required

Consultant

Exam Required

Life, Disability (Health), Property, Casualty

Motor Club Agent

Exam Not Required

No Lines of Authority Required

Viatical Settlement Broker

Exam Not Required

No Lines of Authority Required

Funeral

Exam Required

Funeral

Temporary Producer

Exam Not Required

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

Surety Bail

Exam Required

Surety

Managing General Agent

Exam Required

Surety, Title

Exam Not Required

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

Navigator

Exam Required

No Lines of Authority Required

Certified Application Counselor

Exam Not Required

No Lines of Authority Required

Certified Exchange Producer

Exam Not Required

Disability (Health)

Temporary Surety Bail

Exam Required

Temporary Surety Bail

Rules and Regulations

Applicant Can

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

Business Rules

  • 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.

  • Insurance Producer, Consultant, Funeral, Surety Bail, Adjuster, Public Adjuster, Crop Adjuster, amendment applicants:

    • After one (1) year of receiving initial license, applicant will be deferred for fingerprint check by MT DOI.
  • 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.
    • 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 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.
  • 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.

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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