Alana Ratcliffe

As a Case Manager at Elevate Financial Partners, Alana plays a vital role in supporting advisors throughout the underwriting and new business process. She serves as a key liaison between the advisor and carrier partners—coordinating requirements, streamlining submissions, and ensuring cases move forward efficiently and accurately.

Alana holds a Bachelor’s degree in Business Management from the University of Redlands. She brings a thoughtful, solutions-oriented approach to every interaction. Her strong communication skills, attention to detail, and commitment to responsiveness help advisors stay focused on growing their business, while she manages the operational lift behind the scenes.