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
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Adjuster License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

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

Montana Certified Exchange Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Certified Exchange Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

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

Montana Certified Exchange Producer License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

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

Montana Certified Exchange Producer License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Consultant License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

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

Montana Consultant License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

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

Montana Crop Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Funeral License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Funeral License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Yes
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Insurance Agency License

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

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

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
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

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

Registration Renewal

Filing Method:

Online

Agency Fee:

Varies based on license type

Due:

Biennially by the last day of initial registration month

Montana Insurance Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

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
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$50

Due:

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

Montana Insurance Producer License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Insurance Producer License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

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 Managing General Agent License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

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

Montana Managing General Agent License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Managing General Agent License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Due:

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

Montana Managing General Agent License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Motor Club Agent License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Montana Navigator License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Portable Electronics Large Vendor License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$500

Registration Renewal

Filing Method:

Online

Agency Fee:

$1,000

Montana Portable Electronics Small Vendor License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Montana Public Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Public Adjuster License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

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

Montana Rental Vehicle Entity License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Montana Rental Vehicle Entity License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Montana Surety Bail License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Montana Surety Bail License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Yes
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

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

Montana Surplus Lines Producer License - Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Montana Temporary Producer License - Non-Resident

Agency:Office of The Montana State Auditor
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

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
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$0

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
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

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

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