Get Started
Montana Insurance Managers will consider established Independent Agents in Montana and the surrounding states. For consideration, Montana Insurance Managers will review your Agency’s current Books of Business, conduct a Financial Review as well as a review with the Montana Commissioner of Securities and Insurance or your local Department of Insurance.
Our Executive Board will
Please feel free to contact Executive Officer, Art Spadini with any questions
To get started with Montana Insurance Managers, independent agents in Montana and surrounding states should be prepared for the following:
- Prepare Your Agency’s Books of Business: Gather all relevant information about your agency’s current books of business, including policies, clients, premiums, claims history, and any other pertinent data.
- Financial Review: Be prepared for Montana Insurance Managers to conduct a financial review of your agency. This may involve providing financial statements, tax returns, and other financial documents to demonstrate your agency’s financial stability and viability.
- Review with Regulatory Authorities: Montana Insurance Managers will likely coordinate a review with the Montana Commissioner of Securities and Insurance or your local Department of Insurance. This step ensures that your agency complies with all regulatory requirements and operates ethically within the insurance industry.
If you have any questions or need further information about the application process or requirements feel free to contact Executive Officer, Art Spadini art@montanainsurancemanagers.com or (406) 422-9418.
Once all the relevant information is collected, the MIM Executive Committee will set up a consultation.