The role of a Certified Chief Insurance Technology & Automation Officer (CCITAO) is central to modernizing and optimizing technology infrastructure and process automation across the insurance value chain. The CCITAO is responsible for leading the digitalization of core insurance systems, integrating automation into underwriting, claims, and policy servicing, and ensuring operational scalability through innovative tech adoption. This executive role aligns business goals with IT strategy to improve efficiency, enhance service delivery, reduce operational risk, and enable innovation. The Certified Chief Insurance Technology & Automation Officer (CCITAO) certification is a globally respected credential that affirms a leader’s capability to drive technology-led transformation in insurance enterprises.

The CCITAO certification, awarded by the American Institute of Insurance Management (AIIM), represents the highest standard of recognition for leaders at the intersection of technology, operations, and insurance. This credential validates a candidate’s ability to manage digital platforms, implement robotic process automation (RPA), lead modernization of legacy systems, and ensure IT alignment with compliance, risk, and customer experience mandates. Certified professionals are recognized as strategic enablers of digital insurance excellence.

Certification Program Objectives:

• Lead insurance IT modernization, digital integration, and process automation strategies
• Oversee the transformation of underwriting, claims, customer service, and policy management workflows using intelligent automation
• Align cloud, API, core system upgrades, and insurtech partnerships with enterprise goals
• Ensure cybersecurity, data integrity, and compliance in all technology implementations
• Advise executive leadership on emerging technologies, digital transformation ROI, and operational optimization

Certification Eligibility Criteria:

To be considered for this certification, applicants must meet the following requirements:

• Possess a Master’s degree from a recognized institution.
• Have a minimum of 10 years of professional experience at a senior management level.

Note: Exceptional candidates holding a Bachelor’s degree with at least 15 years of senior management experience may also be considered on a case-by-case basis.

Certifying Assessment / Examination:

To earn the Certified Chief Insurance Technology & Automation Officer (CCITAO) certification, candidates must undergo a comprehensive and rigorous evaluation designed to assess their leadership in transforming insurance operations through technology and automation.

As part of this assessment, candidates may be required to deliver a 30-minute executive presentation incorporating digital architecture, automation use cases, technology roadmaps, operational efficiency models, and cybersecurity governance. This will be followed by a panel discussion and Q&A session to evaluate their ability to lead complex IT programs aligned with business performance.

For candidates pursuing a C-Level Professional Certification, this assessment may be substituted with a comprehensive examination consisting of 80 multiple-choice questions to be completed within a 3-hour timeframe. This examination rigorously evaluates the candidate’s knowledge in IT systems modernization, automation tools, data flow optimization, regulatory technology (RegTech), and operational resilience.

The assessment methodology ensures that the American Institute of Insurance Management (AIIM) upholds the highest standards of professional certification, recognizing individuals who drive digital transformation through robust technological frameworks.

Certification Modules:

• Module 1: Insurance IT Strategy, Core Systems Modernization, and Digital Infrastructure
• Module 2: Process Automation in Underwriting, Claims, and Policy Administration
• Module 3: API Integration, Data Platforms, and Intelligent Workflow Design
• Module 4: Cybersecurity, Regulatory Compliance, and Risk Controls in IT Operations
• Module 5: Executive Leadership in Digital Transformation, Tech Investment, and Innovation Strategy

* The modules of the certification are constantly updated and are subject to change.

Who Should Do This Certification:

The Certified Chief Insurance Technology & Automation Officer (CCITAO) certification is ideal for professionals responsible for driving technology adoption, digital innovation, and IT transformation across insurance organizations.

• IT directors, heads of insurance systems, and automation leaders managing core platforms and operations will benefit from strategic transformation models and global recognition
• Aspiring technology executives preparing for leadership roles in digital insurance, automation governance, or infrastructure modernization will gain cross-functional insight and strategic tools
• Insurers and MGAs undertaking digital transformation initiatives will benefit from implementation methodologies, risk alignment, and system integration frameworks
• Compliance leaders and regulatory technologists seeking to manage IT-related risk in digital operations will gain technical fluency and control mapping capabilities
• Technology consultants, system integrators, and insurtech specialists supporting insurance modernization will enhance their leadership effectiveness and client outcomes

Earning the CCITAO certification signifies your ability to lead insurance transformation through technology, automation, and strategic innovation. Whether you are optimizing back-end systems, enabling seamless customer journeys, or reducing process friction through AI and automation, this certification empowers you to create operational impact through digital leadership and scalable systems.