Insights

Market Expansion Potential Preferred Managing Agency has a strong foothold in regional markets with over 232,000 policies across Florida, South Carolina, Louisiana, and Mississippi, indicating a strategic opportunity to expand services into additional southeastern states and neighboring regions to grow its customer base.

Technology Integration With a modern tech stack supporting its operations, PMA is positioned to leverage digital solutions to improve agent communication, streamline claims processing, and enhance customer engagement, creating upsell opportunities for advanced insurtech integrations.

Growth and Diversification The company's vision to evolve into a regional and eventually national player through fee-based income and risk-averse products suggests readiness for new service lines like cyber liability or specialized coverage that appeal to expanding policyholder needs.

Targeted Agency Partnerships PMA’s focus on providing cost-effective operations and support to independent agents makes it a prime candidate for partnerships with sales and marketing firms aiming to enable agent network growth and enhance policy distribution channels.

Financial Scale With revenue estimates between 500 million and one billion dollars, PMA shows significant market presence, presenting opportunities for enterprise-level collaborations and joint ventures in insurance technology, claims management, and policy services.

Preferred Managing Agency Tech Stack

Media & News

Preferred Managing Agency's Email Address Formats

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

Frequently Asked Questions

Where is Preferred Managing Agency's headquarters located?

Minus sign iconPlus sign icon
Preferred Managing Agency's main headquarters is located at 2750 Chancellorsville Drive Tallahassee, Florida 32312 United States. The company has employees across 1 continents, including North America.

What is Preferred Managing Agency's phone number?

Minus sign iconPlus sign icon
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?

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

What is Preferred Managing Agency's NAICS code?

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

How many employees does Preferred Managing Agency have currently?

Minus sign iconPlus sign icon
As of April 2026, Preferred Managing Agency has approximately 41 employees across 1 continents, including North America. Key team members include Chief Financial Officer: K. M.President And Ceo: J. G.Owner: M. D.. Explore Preferred Managing Agency's employee directory with LeadIQ.

What industry does Preferred Managing Agency belong to?

Minus sign iconPlus sign icon
Preferred Managing Agency operates in the Insurance industry.

What is Preferred Managing Agency's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Preferred Managing Agency was founded in 1998.

Preferred Managing Agency

InsuranceFlorida, United States11-50 Employees

Founded in 1998, Preferred Managing Agency (PMA) began as the exclusive managing general agency of Capitol Preferred Insurance Company. In 2005, PMA expanded its operations and contracted with Southern Fidelity Insurance Company (SFIC). In 2020, Capitol Preferred Insurance Company merged with and into Southern Fidelity Insurance Company making SFIC PMA's sole insurance carrier.
Managing over 232,000 policies through SFIC in Florida, South Carolina, Louisiana and Mississippi, PMA's goal is to provide the most cost-effective operations possible for its partners including customer service, marketing, underwriting and claims services. Reaching this goal means our associates will be able to expand and continue to provide valuable coverages to policyholders and grow their network of independent agents for years to come.

MISSION STATEMENT: 
Our mission is to offer a solid foundation to our agents and give our clients peace of mind through services offered.

PMA'S VISION: 
Our vision is to grow this organization into a regional and national company through fee-based income opportunities and conservative risk-bearing products and services.

Section iconCompany Overview

Headquarters
2750 Chancellorsville Drive Tallahassee, Florida 32312 United States
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $500M$1B

    Preferred Managing Agency's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Preferred Managing Agency's revenue is estimated to be in the range of $500M$1B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.