About CIAM

The Chartered Insurance Agency Manager (CIAM) designation is an international educational achievement for managers in the financial services industry.

Today, as never before, there is much emphasis placed on the competency of field managers, to be fully equipped to meet the challenges of their role as leaders distributing life insurance and financial services. LIMRA created the CIAM designation to provide a track for professional development and a benchmark by which managers can be measured and recognized.

The candidate for CIAM makes a personal commitment to growth and development as a field manager. To achieve CIAM, participants must complete AMTC, PaceSetter, AES, MFA and MAPS.


The Agency Management Training Course (AMTC) is a course, consisting of one three-hour class each. It is however not a lecture course.

What makes the AMTC successful is the fact that it is a skill-building course designed to improve skills in areas critical to agency management. Moderated by experienced/successful managers in the industry utilizing class discussion, skills demonstrations, role play, project planning and action projects, students learn how to apply these skills in day-to-day agency management.


The four-and-a-half day programme is designed for both aspiring young leaders as well as senior agency leaders.

The subject matter focuses on improving manager performance and developing critical management skills in planning, recruiting, selecting agents, performance appraisal, training, motivation, and time-management.


It is a three-day course where field managers have the opportunity to sharpen and refine their management skills through intensive, peer-oriented training consisting of discussions, workshops, and audio and video.


The four-and-a-half day programme in an advanced course for managers who have completed AMTC or LIMRA basic management training course.

It addresses further skill-building in planning, leadership, team building, problem-solving, and management, among other major topics.


Sales Builder is a fascinating sales support system which gives every associate the fundamentals of a sales career and the tools with which to be successful in any environment, selling any product. It helps ingrain the discipline that is necessary for a professional sales career.

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