COMPANY LICENSING
The CSI is charged by statute with regulating the business of insurance to ensure it is conducted in accordance with the law and in such a way as to protect policyholders and the general public. A key component of this work is licensing insurance companies and regularly examining their financial information.
Below you will find the forms our office requires for insurance company licensing and examination.
- Air Ambulance Membership Agreements Application
- HMO Application
- Independent Review Organization Application
- Approved IRO list
- Medical Care Discount Card Application
- Approved Medical Discount Card Companies
- Motor Club Application
- Pharmacy Benefit Managers
- Premium Finance Co. Application
- Property & Casualty Utilization Review Online Registration Form
- Purchasing Group Application
- Rating Organization Application
- Risk Retention Group Application
- Surplus Lines Company Application
- Third-Party Administrator Application
- UCAA Expansion State Specific
- UCAA Primary State Specific
- UCAA Retaliatory Statement
- Viatical Settlement Provider Application
- All Corporate Changes
- Annual Utilization Review (UR) Report Template
- Lost Certificate of Authority Affidavit
- Lost Certificate of Registration Affidavit
- NAIC Biographical Affidavit Form
- Montana L&H Guaranty Assoc. Summary
- Montana Property and Casualty Guaranty Association
- Health Insurer Grievance & External Appeal Report
- IRO Health Care External Review Report
- IRO Long-Term Care External Review Report
- PBM Quarterly Appeals Report
- >MT PBM Transparency Report Template—Coming Soon
If a fee is required and you want to send the paperwork via email and send the check via mail, please include what it’s regarding so we can make sure it is deposited appropriately.
All documents and applications can be emailed to csiexams@mt.gov or mailed to:
Commissioner of Securities and Insurance
Attn: Exams Department
840 Helena Avenue
Helena, Montana 59601