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AgentSync State Resources

Montana Insurance Licensing and Compliance Resources

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State License Division Information

Office of the Montana State Auditor
840 Helena Avenue
Helena, Montana 59601
Phone: (406) 444-2040
Fax: (406) 444-3497
Website: https://www.csimt.gov/insurance

Non Resident Licensing Information: Montana Department of Labor & Industry

For Carriers in Montana

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For Agencies in Montana

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For MGAs/MGUs in Montana

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FAQs

Depending on what type of insurance agent you want to be or what types of policies you need to sell, you will need to choose what type or types of insurance licenses you need to get. After you’ve determined which licenses you need, it’s time to begin studying for the Montana insurance exams. The next step after completing all of your pre-license coursework or self-study is to take the insurance exam. You will take one exam for each line of insurance you wish to carry.

Montana requires that all insurance license applications provide fingerprints prior to licensing. Giving your fingerprints will initiate a background check. If you have any prior misdemeanors or felonies, this may affect the outcome of your licensing efforts. After you have completed your exams and fingerprinting, the next step is to apply for your license. If you have more than one line of authority that you have taken the education for, be sure to apply for all of those lines.

Once you have submitted your application and passed your exams, your license application will be reviewed by the state. Your background check will also be reviewed.

For more information, call the Department of Insurance at (406) 444-2040 or email the department.

The first step is to pass the Montana Insurance Adjuster License exams. The State of Montana requires that all insurance license applications provide fingerprints prior to licensing. Giving your fingerprints will initiate a background check. If you have any prior misdemeanors or felonies, this may affect the outcome of your licensing efforts. If you have specific questions regarding things that may come up on your background check you may call the Office of the Montana State Auditor at (406) 444-2040 or send them an email. Once you have completed your exams and fingerprinting, you are now ready to apply for your license. Once you have submitted your application and have completed all the other requirements, your license application will be reviewed by the state. This process generally takes about two to four (2-4) weeks. Depending on the results of your background check, the Department of Insurance may request more information or documentation.

In Montana, insurance licenses expire every two years. The expiration will be on the last day of your birth month.

The State of Montana requires that resident individual licensees complete twenty-four (24) credit hours of continuing education every two-year renewal period. Three (3) hours must be in the subject of ethics and one (1) in the subject of Montana statutes. Credits cannot include the same course taken repeatedly in one reporting period.

You may take your continuing education courses either in person in a classroom setting or online as a self-paced course. The online courses usually require a reading of the subject at hand, then a test at the end.

After you have completed your continuing education and you are within 90 days of your license expiration, your resident producer license will renew automatically.

There is no fee to renew your producer license in Montana. AgentSync can also help with the renewal process.

Once this process is complete, your license will be renewed and your new expiration date will be two years from your previous expiration date.

The State of Montana will recertify Non-Resident licenses by reviewing their license status in their respective home state; provided that they are in good standing with their given home state. Additionally, Non-residents are exempt from Montana CE requirements but are required to file a summary report form and license renewal fee by the biennial deadline.

You can renew your non-resident insurance license in Montana online by using the National Insurance Producer Registry (NIPR).  AgentSync can also help with the renewal process.

There is a fee of $50 to renew your license.

Montana adjuster license renewal is required of all license-holders every two (2) years before the expiration date. Montana grants reciprocal licensing privileges to non-residents holding an adjusters license in their home state. Montana will also accept a DHS license for adjusters whose home state does not license.

Non-resident adjusters who live in a state with no continuing education requirements must complete 24 hours of continuing education as well. Non-resident adjusters must either complete Montana CE or designate a CE completion state. Continuing Education courses are reported directly to our office by the course providers within 30 days of the course completion. The courses must be reported to our office before the license renewal date.

There is a $100 fee to renew your Montana adjuster license. You can renew your license online through an application on NIPRs website.

For more information, contact the Montana Commissioner of Securities and Insurance.

Montana adjuster license renewal is required of all license-holders every two (2) years before the expiration date. The expiration date of your license is set as the last day of your birth month. Resident Montana adjusters are required to complete 24 hours of continuing education before their expiration date.

The 24 hours must include:
At least 3 Hours of Ethics
1 Hour of Montana Legislative Updates

There is a $100 fee to renew your Montana adjuster license. You can renew your Montana license through NIPR starting 90 days before the license’s expiration date.

Montana grants reciprocal licenses to adjusters who hold a license in their home state. Montana will also accept a Designated Home State (DHS) license for adjusters whose home state does not license.
This is not to say this is the only way to obtain a DHS license, it is simply the easiest. Many of the licensing states offer DHS licenses. So be sure to do additional research to find the best fit.

For more information, contact the Montana Commissioner of Securities and Insurance.

*State specific rules and regulations can change. Please be sure to visit NIPR or the state’s website for the latest information.