Insights

Carrier relationship PMA operates solely with Southern Fidelity Insurance Company as its carrier since 2020, indicating a potential interest in partnerships that optimize carrier relationships and leverage exclusive lines for agents and clients.

Growth potential Mission and vision emphasize regional to national expansion and fee-based income, suggesting opportunities to upsell broker/dealer services, consulting, and technology-enabled growth initiatives for independent agents.

Policy footprint Managing over 232,000 policies across four states with a focus on cost-effective operations points to opportunities for services that enhance efficiency, analytics, and scalable admin platforms for partners and agencies.

Tech baseline Adoption of Network Solutions and Microsoft 365 indicates a potential match for cybersecurity, IT optimization, and collaboration tools to support growing agency networks and policy administration.

Financial scale Revenue in the 100M–250M range combined with a mid-market employee base and similar peers suggests room to pitch mid-market enterprise services, vendor partnerships, and managed solutions for scale and compliance.

Similar companies to Preferred Managing Agency

Preferred Managing Agency Tech Stack

Preferred Managing Agency uses 2 technology products and services including Network Solutions, Microsoft 365, and more. Explore Preferred Managing Agency's tech stack below.

Preferred Managing Agency's Email Address Formats

Preferred Managing Agency uses at least 1 email format:
Preferred Managing Agency Email FormatsExamplePercentage
FLast@preferredmanaging.comJDoe@preferredmanaging.com
100%

Frequently Asked Questions

What is Preferred Managing Agency's phone number?

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You can contact Preferred Managing Agency's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred Managing Agency's official website and social media links?

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Preferred Managing Agency's official website is preferredmanaging.com and has social profiles on LinkedIn.

How much revenue does Preferred Managing Agency generate?

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As of September 2026, Preferred Managing Agency's annual revenue is estimated to be $100M - $250M.

What is Preferred Managing Agency's NAICS code?

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Preferred Managing Agency's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Preferred Managing Agency have currently?

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As of September 2026, Preferred Managing Agency has approximately 40 employees across 1 continents, including North America. Key team members include Chief Financial Officer: K. M., Owner: M. D. and Assistant Vice President: N. G. Explore Preferred Managing Agency's employee directory with LeadIQ.

What industry does Preferred Managing Agency belong to?

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Preferred Managing Agency operates in the Insurance industry.

What technology does Preferred Managing Agency use?

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Preferred Managing Agency's tech stack includes Network Solutions and Microsoft 365.

What is Preferred Managing Agency's email format?

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Preferred Managing Agency's email format typically follows the pattern of FLast@preferredmanaging.com. Find more Preferred Managing Agency email formats with LeadIQ.

When was Preferred Managing Agency founded?

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Preferred Managing Agency was founded in 1998.
Preferred Managing Agency logo

Preferred Managing Agency

InsuranceFlorida, United States11-50 Employees

Preferred Managing Agency, Inc. (PMA) is an insurance services firm based in Tallahassee, Florida. Established in 1998, PMA began as the exclusive managing general agency for Capitol Preferred Insurance Company. In 2020, Capitol Preferred merged into Southern Fidelity Insurance Company, which thereafter served as PMA's sole insurance carrier.

In 2005, PMA expanded its operations by contracting with SFIC, aiming to provide its partners with cost-effective support across customer service, marketing, underwriting and claims. Today, PMA manages more than 232,000 policies through SFIC across Florida, South Carolina, Louisiana and Mississippi. Its mission is to offer agents a solid foundation and clients peace of mind, while its vision seeks growth regionally and nationally through fee-based revenue opportunities and prudent risk-bearing products and services.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1998
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Preferred Managing Agency's revenue is estimated to be in the range of $100M - $250M

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