Patty Voelz

Patty Voelz

Banker

678-939-7783

Member

Team

PowerLinks Certificate 07/01/2010
InfoMinute Seminar 04/18/2022
Orientation Essentials 06/02/2010
InfoMinute Seminar 04/01/2010

Development

Ameris Bank

Ameris Bank

404-553-2251

225 Sandy Springs Circle
Sandy Springs, GA 30328

Company

Endorsement Letters I've Received

This one was actually very easy for me to refer.  A long time customer, Richard, came into my office and asked me if I knew of a great insurance agent.  I told him about the Allstate Agent on my Team and an Independent Agent on my previous team.  I gave him both of their business cards so he could compare and get the best agent for himself.  I then followed up with Ryan Tingle with Tabb Insurance Agency by phone as that is who the customer said he chose.  When Richard came back in the bank he thanked me for the referral.  He said that Ryan was very professional, thorough and responsive.  He also saved him 30% on his insurance. He was with his last agent for 25 years and he just wasn't being responsive.  Richard is now referring Ryan to his contacts.  This was a win win for both of them.  I keep my PowerCore Roster with everyones business cards handy for referrals all time!

Referral Trigger Response

Sandy Springs Team

Introduced by:

Dr. April Roberson

Dr. April Roberson

Joined on 03/18/2010

Leadership

TeamCoOrdinator 08/08/2022
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 04/19/2018
100% Club 08/11/2022

Membership

10-year Pin 05/05/2022
5-year Pin 03/12/2015
3-year Pin 03/21/2013

Team

Gold Star Pin 09/18/2014

Members I've Invited

De Nita Carani

De Nita Carani

Modesta Van-Lare

Modesta Van-Lare

Raina Nadler

Raina Nadler

Reggie Thomas

Reggie Thomas

Michael Rudio

Michael Rudio

Thom Underwood

Thom Underwood

Michelle Como

Michelle Como

Elvira Ptacek

Elvira Ptacek

Roy Benjamin

Roy Benjamin

Jonathan Walls

Jonathan Walls

Betty Harvey

Betty Harvey

Marsha Riggs

Marsha Riggs

Tammy Aycock

Tammy Aycock

Robert Stephenson

Robert Stephenson

Sponsorship