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Cassie Bachman

Cassie came to Elevate as their Director of Compliance after working for eight years in the legal sector. She graduated with honors from the University of Oklahoma College of Law where she served as the judicial intern for the Chief Justice in the Eastern District of Oklahoma and volunteered as a Legal Licensed Intern for the Norman Juvenile Drug Court and the University of Oklahoma Legal Clinic. Prior to joining the Elevate Team at their Oklahoma City location, Cassie worked for a law firm in Oklahoma where she focused on helping Fortune 500 companies with complex compliance issues surrounding US integration of international executives and key employees.  Cassie’s unique organizational skills are focused on ensuring a smooth pathway for clients in creating and owning their own captive insurance company.

Cassie is an avid reader, pet rescuer, wine enthusiast and history buff.  She is currently a licensed member of the Oklahoma Bar Association and American Bar Association, received an Associate’s Degree in Captive Insurance from the International Center for Captive Insurance Education and holds an Oklahoma Producer’s License for both Property and Casualty Insurance. Cassie lives in Connecticut with her husband and spends her free time with her family as well as volunteering with the Susan G. Komen Foundation, the American Foundation for Suicide Prevention, and serves as Treasurer for the League of Women Voters of Greater Hartford. Cassie now travels between Elevate’s offices in New York, Oklahoma, Arizona, and Hawaii.

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After experiencing tremendous losses due to a natural disaster uncovered by my commercial carrier, I knew it was time to form a captive and shopped around for a captive manager...we couldn’t be happier that we chose Elevate.

Joe M.

Communication is quick and effective, documents are always organized and available and my questions are always answered efficiently and professionally.

Adam G.

We chose Elevate because of their reputation in our business community, and their services have exceeded expectations. We trust Elevate.

John R.

I have worked with Jerry Messick and the Elevate Captive team since 2012. They have been instrumental in guiding us properly on how to implement and run a captive successfully. The due diligence and proactive service on the part of the Elevate team is unrivaled. Their product knowledge and how to use the instrument to our benefit, while providing sound risk management and compliance principles is another huge differentiating factor for their firm. In addition, the team of experts that Elevate has referred us to in the legal and financial advisory areas has turned out to be top notch. The Captive is only as good as the entire team. Finally, it has to be mentioned that we “just plain like” Jerry and Co.. Friendly, smart and easy to work with. A real pleasure.

John H.