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Contact

406-444-2040

Address

Montana Commissioner of Securities and Insurance 840 Helena Avenue Helena, MT 59604 United States

Montana Licensing and Renewal Guide

last updated 20 Feb 2026

Montana Licensing and Renewal Guide

What this guide will teach you:

  • How to apply for or renew a Montana producer insurance license for property/casualty/health/life/financial insurance services.
  • What fees to expect for obtaining and maintaining insurance licenses.
  • How to meet continuing education (CE) requirements and deadlines.
  • How to access resources and contact information to simplify the process.

Rules and Requirements for Montana Property and Casualty/Health/Financial Insurance Licenses

New applicants must meet Montana’s eligibility standards, including age, residency, and background requirements.

What is the minimum age to apply for a new license?

Applicants must be at least eighteen (18) years old.

Do I need to provide any specific identification to apply?

Yes, you must provide a SSN (Social Security Number) or a FEIN (Federal Employer Identification Number). Non-citizens must show proof of U.S. work authorization.

Is proof of residency required?

Yes, resident producer licenses require proof of residency within the state of Montana.

Are there any exams I need to pass to get my license?

Yes, you must pass the appropriate producer licensing exam(s).

Do I need to complete fingerprinting as part of the application process?

Yes, fingerprinting is required.

Are there character requirements to qualify for a license?

Yes, you must pass a state and federal criminal history background check.

How to Apply for and Renew a Producer License in Montana

Applying for a New Producer License in Montana

Renewing a Producer License in Montana

Non-Resident Producer Licensing in Montana

Montana Business Entity Insurance License Applications

Montana Producer Licensing Fees

Licensing fees for initial licenses, renewals, exams, and other services are as follows.

Fees  Price 
Resident/Individual/Business Entity/New License/Renewal Fee  $0.00 
Non-Resident Individual/Business Entity New License Fee  $100.00 
Non-Resident Individual Renewal Fee  $50.00 
Non-Resident Business Entity Renewal Fee  $0.00 
Resident/Non-Resident Individual Late Renewal Fee  $100.00 
Fingerprint Card  $30.00 
Montana License Exam Fee  $65.00 

Disclaimer: Fees and requirements may change at any time without prior notice. For the most accurate and up-to-date details, we recommend verifying fees through the Montana Commissioner of Securities and Insurance website directly.

Continuing Education (CE)

CE requirements:  

  • 24 hours of CE (including 3 hours of ethics and 1 credit hour of legislative changes in Montana insurance statutes and administrative rules) every 2 years. 

More information about Montana CE requirements is available at: Continuing Education – Official Website of the Montana Commissioner of Securities and Insurance 

FAQs

Licenses in Montana require completion of CE every 2 years before the expiration date. The Montana Commissioner of Securities and Insurance (CSI) website has a licensee lookup tool to find your exact renewal date and track your CE credits. You can also check your renewal date on the NIPR website. 

Montana offers a one-year grace period for renewal of individual producer licenses after a $100 late fee is paid. After the grace period, the licensee must reinstate the license by applying as a new applicant. 

Use tools available on the Montana-specific VerifyMyCE account.

Disclaimer: This post is for informational purposes only and does not constitute legal or compliance advice. Agenzee does not warrant the accuracy of and assumes no liability for reliance. Please consult regulators or professional advisors as needed. See our full disclaimer for details.

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What Our Customers Say

Find out why our customers are happy they chose Agenzee.

Teddy T.

One of the standout features for us is the direct integration with NIPR, which has turned the once-tedious process of handling bulk renewals into a breeze, allowing us to conserve time for driving sales and supporting our clients.

Tasha D.

We've been using Agenzee at PolicyWatch, and it's been a game changer. It's streamlined our license management processes, saving us time and reducing the risk of non-compliance. Agenzee is an essential tool that has significantly improved our operational efficiency and peace of mind.

Zachary G.

Agenzee has helped our agency keep everything organized and in one place. The integration with NIPR is an extremely valuable tool that is hugely helpful when it comes to license expirations and renewals. The ability to request renewals in bulk all within the Agenzee system is a huge time saver!

Kristina B.

Agenzee has had a significant impact on our daily operations by saving us a tremendous amount of time. Instead of dedicating hours to manually maintaining a complex Excel spreadsheet, we now have an efficient system. This has allowed us to focus more on core business activities rather than administrative tasks.

Deborah N.

There is so much Agenzee offers that makes our jobs with licensing and appointments so much easier!

Taylor F.

With Agenzee, being a one-stop shop for licenses, appointments, and now CE's, this has given our producers more independence to monitor their own progress without feeling like they have to look in multiple places.

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We like the clean, modern look of the system, as well as the dashboard, ability to give admins access to only certain areas, onboarding, packages and the resource library.