50-State Insurance Licensing Compliance Guide
An overhead view of a woman signing forms

Montana Insurance License

An insurance agent inspecting the damages to a car

Licensing requirements for Montana insurance professionals and companies.

This page provides an overview of insurance licensing in Montana for individuals and companies. You will find state requirements, application fees, filing instructions, and more. For assistance with licensing, please contact us to learn about our software and managed license services.

Companies that provide insurance producer services in Montana must apply for a license prior to doing business. Depending on the lines of authority offered by the entity and the types of services offered, multiple firm licenses may be required.

Before applying, firms should ensure that the licensed individual to be appointed agent in charge has the necessary licenses. Firms should also gather proof of incorporation, or foreign qualification for out-of-state firms, in anticipation of application requirements.

Filter LicensesClear Filters
Company Licenses
(1)
(4)
(2)
(2)
(2)
(1)
(1)
(1)
Individual Licenses
(5)
(1)
(2)
(4)
(1)
(2)
(8)

Company Licenses

Montana Insurance Company Licenses

Montana Certified Exchange Producer License - Non-Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Certified Exchange Producer License - Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Independent Review Organization Registration

Type of Review:

Medical Utilization Review

Agency:Office of the Montana State Auditor - Commissioner of Securities and Insurance

Initial Registration

Form:

Independent Review Organization Application

Agency Fee:

$0

Registration Renewal

Form:

Independent Review Organization Renewal

Agency Fee:

$0

Due:

Biennially by the date of issuance.

Montana Insurance Agency License

Agency:Office of The Montana State Auditor

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 Producer License - Non-Resident

Agency:Office of The Montana State Auditor

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 - Resident

Agency:Office of The Montana State Auditor

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

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

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Registration Renewal

Filing Method:

Online

Agency Fee:

$0

Montana Portable Electronics Large Vendor License - Non-Resident

Agency:Office of The Montana State Auditor

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

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Montana Rental Vehicle Entity License - Non-Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Montana Rental Vehicle Entity License - Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Montana Surplus Lines Producer License - Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Montana Third Party Administrator License

Agency:Office of the Montana State Auditor - Commissioner of Securities and Insurance
Foreign Qualification is Prerequisite:No
Registered Agent (Special Agency) Required?No

Initial Registration

Form:

TPA Registration Application 

Filing Method:

Mail or email csiexams@mt.gov

Agency Fee:

$100

Required Attachments:

A current NAIC biographical affidavit for each individual, member, officer, or owner of applicant and each person to be authorized to act under the registration.

A detailed explanation of the company’s business plans for Montana including the marketing of its services.

If applicant is using a d/b/a, provide authority to use such business name from the appropriate regulatory official from your state of domicile.

Financial statements including a balance sheet (reporting positive net worth) and an income statement for the most recent complete calendar or fiscal year. Audited financial statements are to be submitted if available.

Registration Renewal

Form:

TPA Registration Application (Renewal)

Filing Method:

Mail or email CSIEXAMS@MT.GOV

Agency Fee:

$100

Due:

Annually by June 30. 

Law:

33-17-603

Individual Licenses

Montana Individual Insurance Licenses

Montana Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor

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

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

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

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 Consultant License - Non-Resident

Agency:Office of The Montana State Auditor

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

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

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

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
Exam Required?Yes

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 Agent License

Agency:Office of The Montana State Auditor

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

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

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 Managing General Agent License - Non-Resident

Agency:Office of The Montana State Auditor

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

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 Motor Club Agent License - Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$0

Montana Navigator License - Non-Resident

Agency:Office of The Montana State Auditor

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 Public Adjuster License - Non-Resident

Agency:Office of The Montana State Auditor

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

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 Surety Bail License - Non-Resident

Agency:Office of The Montana State Auditor

Initial Registration

Filing Method:

Online

Agency Fee:

$50

Montana Surety Bail License - Resident

Agency:Office of The Montana State Auditor
Exam Required?Yes

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 Temporary Producer License - Non-Resident

Agency:Office of The Montana State Auditor

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

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

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.

Learn about insurance licensing in other states: