CTO  ·  Technology Executive  ·  Miami, FL

Turning legacy operations
into intelligent, scalable systems.

I'm Daniel Baez — CTO and technology leader focused on modernizing complex processes through automation, scalable architecture, and applied AI. I build platforms that reduce friction, increase operational leverage, and perform reliably at scale.

About

I'm the CTO of Insurance Nation, where I lead the architecture and delivery of platforms that modernize end-to-end insurance operations. My work sits at the intersection of strategic leadership and hands-on engineering — from multi-cloud infrastructure to AI-enabled systems.

Originally trained as a Telecommunications Engineer in Havana, Cuba, I built my career across the full technology stack — moving from systems design to digital transformation leadership. I hold an MS in Computer Science from Georgia Tech and I'm an AWS ML Engineer – Associate, focused on building practical AI systems that create measurable operational leverage.

Today my focus is intelligent operations: RAG pipelines, workflow orchestration, and applying modern ML tooling in environments where reliability and governance matter. I believe the best technology is invisible: it just works, reliably, at scale.

17+
Years in technology leadership
MS
Computer Science, Georgia Tech
AWS
Certified ML Engineer – Associate

Featured Case Study

iBinderbook — Building operational leverage

Platform / CRM

A custom agency management and CRM platform integrating policy workflows, lead tracking, and automation — designed to increase throughput and reduce manual friction.

Problem

Manual workflows and fragmented systems slowed agent velocity and introduced operational risk across policy management, follow-ups, and commission logic.

Approach
  • Designed end-to-end workflow orchestration across sales → policy → servicing
  • Automated repeatable tasks with clear ownership and auditability
  • Integrated operational reporting for visibility into throughput and bottlenecks
Impact
↓ Processing time ↑ Agent throughput ↓ Manual steps ↑ Revenue per agent
Stack

Internal platform engineering, workflow automation, APIs, cloud infrastructure, and operational analytics.

Projects

2022

iBinderbook

Custom agency management and CRM platform integrating policy workflows, lead tracking, and automation to improve operational leverage.

CRMAutomationInsurance

2026

AI-Enabled Underwriting

Document intelligence and decision support workflows to reduce processing time, improve consistency, and support governed automation.

AI / MLRAGUnderwriting

2023

Dealer Verification Service

Online verification platform improving compliance and operational accuracy through streamlined digital processes.

PlatformComplianceVerification

2021

Enterprise Communication Platforms

Communication tooling with automation enhancements — smarter routing, reduced manual handling, and improved client interaction.

EnterpriseAutomationTelephony

Experience

2009
Present
Full-time

Chief Technology Officer

Insurance Nation  ·  Miami, FL

  • Lead enterprise modernization, aligning architecture with long-term business strategy
  • Built and scaled multi-cloud infrastructure supporting core operational platforms
  • Delivered automation systems that reduce manual friction and increase throughput
  • Introduced AI-enabled workflows for document intelligence and decision support
  • Built cross-functional execution across product, operations, and engineering

Education

2022
2025

M.S. Computer Science

Georgia Institute of Technology

2003
2008

B.E. Telecommunications Engineering

Universidad Tecnológica de La Habana, CUJAE

Certifications

Jan 2026
AWS ML Engineer – Associate
Amazon Web Services
Verified
Apr 2024
GitHub Foundations
GitHub
Verified

Skills & Stack

Cloud

Architect and manage multi-cloud infrastructure

AI / ML

RAG pipelines, LLM agents, document intelligence, workflow orchestration

Engineering

Python, Git, Docker, Linux, PowerShell, REST APIs

Leadership

IT strategy, modernization programs, governance, stakeholder alignment

Contact

LinkedIn linkedin.com/in/danielbaezpi Open
GitHub github.com/danbaez Open
Website danielbz.com Open