License Requirements


How to Get a Montana Insurance License

How to Get a Montana Insurance License

COVID-19 Updates

5/01/20:  Pearson VUE testing is available on a limited basis due to social distancing precautions and varies by location.

Montana Commissioner of Securities and Insurance

Testing Provider (Pearson VUE)

(406) 444-2040

(800) 274-8906

 

A.D. Banker Provider #: 35851444

1. Complete a Prelicensing Course

If you would like to sell insurance in Montana, you must pass a licensing exam. To prepare for the licensing exam, you should take an insurance course. Insurance prelicensing courses are offered by A.D. Banker & Company in many different formats: classroom, web classes, online courses, or self-study. All courses are cross-referenced with the exam content outline.

2. Pass a Licensing Exam

Making Exam Reservations

Licensing exams are provided by Pearson VUE. An exam fee must be paid at the time of reservation by credit card, debit card, voucher, or electronic check. You can make an exam reservation through the following methods:

  • Online:  Make an online reservation at http://www.pearsonvue.com/mt/insurance at least 24 hours before the desired exam date or 5 days in advance if paying by electronic check
  • Phone: (800) 274-8906
    • Before calling, you must have the following:
      • Legal name, address, Social Security number, daytime phone number, and date of birth
      • Name of the exam
      • Preferred  exam date and test center location

What to Bring

Two forms of current signature identification:

  1. A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport
  2. A secondary ID (signature, not expired) such as a Debit or Credit card

Exam Procedures

  • Report to the test center 30 minutes before the exam to verify identification and be photographed for the score report.
  • No personal items are allowed in the testing room such as cell phones, watches, wallets, or purses.
  • Studying is not allowed in the test center.
  • The test administrator will provide you with materials to make notes or calculations. You may not write on these items before the exam begins or remove these items from the testing room.
  • You will have the opportunity to take a tutorial that will not reduce the exam time.

Exam Format

  • Each major line exam is given in a multiple-choice format.
  • The exam consists of two parts:
    1. The general section deals with basic insurance product knowledge
    2. The state section deals with insurance laws, rules, and regulations, and practices that are unique to Montana
  • Each exam contains “pretest” questions that are mixed in with the scored questions and are not identified. Pretest questions may not be covered in your educational materials and do not affect your final score!
  • The passing score required on each exam is 75.
  • When you complete the exam, you will receive a score report marked “pass or fail”.
  • Candidates who fail will receive a score report that includes a numeric score, diagnostic, and re-testing information. Candidates can schedule another exam but must wait 24 hours before making the reservation.

Montana Exam Information

Exam Code

Exam Name

Exam Time

Scoreable Questions

Pretest Questions

Total Questions

01

Life

2 hrs

86

17

103

02

Accident and Health

2 hrs

92

18

110

03

Property

2 hrs

82

17

97

04

Casualty

2 hrs 15 min

87

18

105

24

Multi-Line Adjuster

1 hr 45 min

88

0

88

17

Public Adjuster

1 hr

50

0

50

3. Get Fingerprinted

If you are taking an insurance exam for the first time or are adding a line to an existing license, you must be fingerprinted after taking your exam. Fingerprinting is available at the testing center. You can make an appointment at https://pearsonwest.ibtfingerprint.com or by contacting MorphoTrust, USA at (866) 761-8069.

4. Apply for a License

After passing the exam, apply for your license by completing an application at http://www.sircon.com/adbanker.

A.D. Banker Prelicensing Course Free Trial

A.D. Banker & Company provides licensing information as a courtesy to our students. While reasonable attempts have been made to ensure the accuracy of this information, licensees are ultimately responsible for ensuring that they are in compliance with the requirements set forth by their state licensing entity. A.D. Banker & Company offers no guarantee of the accuracy of this information and will not be held liable in case of noncompliance with the license requirements.