Office of The Montana State Auditor


Please Note

We are a service company that can help you file with the Office of The Montana State Auditor. We are not associated with this nor any other government agency. We offer paid services and software to help you file. You are not required to purchase our service to file - you may file directly with this agency without using our service.


Contact Information

Physical address:
840 Helena Ave.
Helena, MT 59601

Phone: (800) 332-6148

Web: Home Name search

Licenses

We track the following licenses with the Office of The Montana State Auditor in order to provide compliance services to our clients. As a client, you see this and other reference data in License Manager in-line with your licenses.

A laptop placed on a desk with our License Manager software on display

Montana Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:7/7/21

Montana Adjuster License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Certified Exchange Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Montana Certified Exchange Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Certified Exchange Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Montana Certified Exchange Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Consultant License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Consultant License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Crop Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:7/7/21

Montana Funeral License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Funeral License - Resident

Agency:Office of The Montana State Auditor
Exam Required?Yes
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Insurance Agency License

Agency:Office of The Montana State Auditor
Fact Checked:11/1/19

Initial Registration

This section applies to insurance firms that are applying for a license in Montana for the first time.

Agency:Office of The Montana State Auditor
Form:

http://csimt.gov/insurance/licensing/

Agency Fee:

$100 for most

Fact Checked:1/8/16

Registration Renewal

This section applies to insurance firms that are already licensed in Montana and need to renew their license.

Not required



Licenses are perpetual and do not need to be renewed.

More information: Office of The Montana State Auditor

Renewal Not Required

Not required



Montana Insurance Agent License

Agency:Office of The Montana State Auditor
Fact Checked:12/31/20

Initial Registration

This section applies to insurance agents that are applying for a license in Montana for the first time.

Agency Fee:

From $0 to $100 depending on license type

Fact Checked:6/1/17

Registration Renewal

Filing Method:

Online

Agency Fee:

Varies based on license type

Due:

Biennially by the last day of initial registration month

Fact Checked:1/5/21

Montana Insurance Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Renewal Not Required

Not required



Business Entity (agency) licenses are perpetual and don’t require a renewal fee. In order for a business entity license to remain active there must be at least one active licensed producer.

Montana Insurance Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Insurance Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Renewal Not Required

Not required



Business Entity (agency) licenses are perpetual and don’t require a renewal fee. In order for a business entity license to remain active there must be at least one active licensed producer.

Montana Insurance Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Managing General Agent License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Montana Managing General Agent License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Managing General Agent License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Montana Managing General Agent License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Motor Club Agent License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Montana Navigator License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Portable Electronics Large Vendor License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$500

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$1,000

Fact Checked:4/29/21

Montana Portable Electronics Small Vendor License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Fact Checked:4/29/21

Montana Public Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:7/7/21

Montana Public Adjuster License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Rental Vehicle Entity License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:5/6/21

Montana Rental Vehicle Entity License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Fact Checked:4/29/21

Montana Surety Bail License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Montana Surety Bail License - Resident

Agency:Office of The Montana State Auditor
Exam Required?Yes
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Montana Surplus Lines Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Montana Temporary Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:5/6/21

Renewal Not Required

Not required



Temporary licenses are issued for a period of 90 days and cannot be renewed.

Montana Temporary Producer License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Fact Checked:4/29/21

Renewal Not Required

Not required



Temporary licenses are issued for a period of 90 days and cannot be renewed.

Montana Viatical Settlement Broker License - Resident

Agency:Office of The Montana State Auditor
Fact Checked:4/27/21

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Fact Checked:4/29/21

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the end of the licensee's birth month.

Fact Checked:4/29/21

Related Government Agencies

Explore other Montana government agencies we can help you stay compliant with:


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