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How To Improve Insurance Sales Ensure They Know ALL of Your Product or Service Range. ... Understand Clients WANT Your Advice. ... Know Who Your Clients Are. ... Lead With Storytelling. ... Differentiate Yourself From Competitors. ... Ask Cross Sale Related Questions During Quotes. ... Fulfil Your Clients Most Pressing Needs First. ... Ask For Referrals.
The Office of the Montana State Auditor, Commissioner of Securities and Insurance (CSI) is a criminal justice agency that protects Montana's consumers by ensuring fairness, transparency and access for Montanans in two of Montana's largest industries ? securities and insurance.
Montana Insurance Licensing State Requirements Complete an Insurance Exam Prep Course. ... Pass Your Montana Licensing Exam. ... Get Fingerprinted. ... Apply for a Montana Insurance License. ... Plan to Complete Required Insurance Continuing Education (CE) Credits.
To obtain a property and casualty license in Montana, you must complete your pre-licensing education, pass the state licensing exam, and submit an application through the NIPR.
Once you pass the life insurance exam and complete the background check, you can apply for your Montana life insurance license. The state doesn't charge any fee other than the NIPR's $5.60 processing fee, and you must apply online via the NIPR.