Montana License Requirements

How to get a Montana insurance license

As a life and health insurance education provider, our goal is to guide you through the pre-licensing process. In addition to completing your pre-licensing training, we have simplified the steps to attaining your Montana insurance license.

Montana Insurance Exam Qualifications

In order to qualify to sit for your Life insurance, the Accident & Health, or the Life, Accident & Health Montana insurance exam, the following must occur:

  • Be at least 18 years of age
  • Be a resident of the state of Montana
  • Must not have committed any act that is a ground for denial of license

Basic Steps to Obtain a Montana Insurance License

  1. Prepare for your state exam with an insurance course from a Montana insurance school for the Life or Accident & Health insurance license, or a course for the Life, Accident & Health insurance license, such as those offered by National Online Insurance School.
  2. Schedule your state exam online at Pearson Vue. Once there, choose Request an Examination Reservation. First time users must obtain a check-in code and will be asked to provide their name, email address and phone number, as well as a personal password. You will receive a check-in code immediately upon submitting the requested information and you will then be prompted to complete the online Reservation Request Form. You may also reserve a test date over the phone by calling 1-800-274-8906.
  3. Completion of electronic fingerprints by visiting Pearson Vue fingerprinting services page to schedule an appointment. For more information regarding fingerprints, click here.
  4. Upon successful completion of your state exam, you should complete an insurance license application through Vertafore (formerly Sircon). Once you are on Vertafore’s website, you will choose 'Apply for a license' from the menu on the left. On the next page choose 'Individual' next to Submit Resident Application. Next, complete the application by choosing Montana, entering your information and submitting the appropriate application fees.
Expected Licensing Costs:
$59 Exam Fee - This is the cost to register for your Montana insurance exam
$54 Fingerprint Fee (includes state and federal submission fees)

Helpful Hints to Licensure

Montana Department of Insurance

Exam ready in 1 to 2 weeks

However, we provide a 3-month enrollment period so that you can study at your own pace and at a time convenient to you.

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