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Producer Licensing
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Producer Licensing and Certification

Click here for the agenda and call in information for the Certified Exchange Producer (CEP) call with CSI on Tuesday, February 18th, 2014 at 10:00am.

Certification Requirements for Health Insurance Marketplace Assistors

Certified Application Counselors
  • Complete federal training (5 hours of online training )http://marketplace.cms.gov, once an organization is certified by the federal government, they should receive a link to the training to provide to their CACs
  • Complete state training through AD Banker http://www.adbanker.com/. The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are required. Access the recordings and slides below. If you did not view the webinars live, please email Jeannie Keller at jkeller2@mt.gov to notify her once you have viewed the recordings.
  • Apply for CAC certification with CSI. Online certification applications are available at www.nipr.com.
    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.
Navigators
  • Complete federal training (20-30 hours of online training), Navigator grant leads should provide the link to Navigators.
  • Complete state training through AD Banker http://www.adbanker.com/. The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are offered, only webinar 2 from September 12th is required. Access the recordings and slides below. If you did not view the webinar live, please email Jeannie Keller at jkeller2@mt.gov to notify her once you have viewed the recording.
  • Pass an examination and background check. The exam is available at Pearson Vue testing centers in Missoula, Helena and Billings. Schedule an appointment for the exam here. Schedule your fingerprinting appointment here. The exam should not take more than one hour but candidates should allow time to fingerprint and register. The exam fee is $68.00. The fingerprint fee is $50.50.
  • Apply for Navigator certification with CSI. Online certification applications are available at www.nipr.com.
    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.
Certified Exchange Producers
  • Complete federal training (5 hours of online training)
  • Complete state training through AD Banker http://www.adbanker.com/. 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.
    • Webinar 1 from September 5, 2013 - Slides - Recording
    • Webinar 2 from September 12, 2013 - Slides - Recording
  • Apply for CEP certification with CSI. Online certification applications are available at www.nipr.com.
    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.
  • All companies in the marketplace are required to appoint anyone who is a CEP.

The CSI is committed to processing your business requests in the most efficient manner possible. To complete your licensing transactions online, please visit www.nipr.com. 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 producerlicensing@mt.gov. Our mailing address is 840 Helena Ave. Helena, MT 59601