Consumer Information

Industry Information


Commissioner's Corner

Office of the Commissioner of Securities and Insurance
840 Helena Ave.
Helena, Montana 59601

(800) 332-6148
(406) 444-2040

(406) 444-3497
(406) 444-3413

(406) 444-3426

Producer Licensing
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Producer Licensing and Certification

The CSI is committed to processing your business requests in the most efficient manner possible. To complete your licensing transactions online, please visit The links below provide specific instructions and forms to complete your licensing requests. The renewal process is different for each license. Please read the instructions carefully. When in doubt email us before completing. Your renewal date can be found in the upper right hand corner of your license. If you cannot find what you need, please email Our mailing address is 840 Helena Ave. Helena, MT 59601

Insurance Producer Licensing

*Business Entity (agency) licenses automatically renew in December, at no charge, if the affiliated producer’s license is active.

Utilization Review Registry

Viatical Settlement Broker Information

Training for New Certified Exchange Producers
  • Complete federal training (5 hours of online training)
  • Complete state training through AD Banker The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are optional but recommended to prepare producers to sell in the marketplace.
  • Apply for CEP certification with CSI. Online certification applications are available at
    Click on "Producer/Agent/Broker/Business/Agency Adjuster," click on "Resident" under "Apply for a new license," click on "Begin Application" on the blue left side bar. Paper applications are also accepted. There is no fee for CAC certification. The online processing fee is $5.00.
  • CEPs should request appointments with all Marketplace carriers.

Requirements for Returning Certified Exchange Producers

The Federal Marketplace requires Certified Exchange Producers to complete annual registration and training. If you plan to return to the marketplace as a Certified Exchange Producer for the 2015 plan year, updated federal training must be completed by September 30, 2014.

An overview of registering to participate in the Marketplace for the 2015 plan year is in the following PowerPoint presentation from the Centers for Medicare and Medicaid Services.

Our office will conduct informational webinars closer to open enrollment and look forward to your participation.

Additional CMS Resources: