Insights

Large Policy Portfolio With over 232,000 policies managed across multiple states, Preferred Managing Agency presents opportunities to cross-sell complementary insurance products and expand service offerings to a substantial and geographically diverse customer base.

Regional Expansion Potential PMA's current focus on Florida and neighboring states indicates potential for growth into additional regional markets, making it an appealing prospect for partnerships aiming to support geographic expansion initiatives.

Technology Utilization While specific tech stack details are not provided, leveraging technology to streamline claims, underwriting, and customer service can open sales avenues for innovative insurtech solutions to serve PMA’s operational needs.

Financial Stability With annual revenues estimated between 100 and 250 million dollars, PMA demonstrates strong financial health, making it a reliable partner for collaborative growth and co-branded insurance solutions.

Market Positioning Operating within a competitive insurance management landscape alongside firms like Associa and RealManage, PMA’s strategic focus on cost-effective solutions and agent support suggests opportunities for tailored marketing services and agent empowerment tools.

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
50%
FLast@preferredmanaging.comJDoe@preferredmanaging.com
50%

Frequently Asked Questions

Where is Preferred Managing Agency's headquarters located?

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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?

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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 February 2026, Preferred Managing Agency's annual revenue is estimated to be $2.5M.

What is Preferred Managing Agency's SIC code NAICS code?

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Preferred Managing Agency's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Preferred Managing Agency have currently?

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As of February 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?

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Preferred Managing Agency operates in the Insurance industry.

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

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
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

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

Section iconFunding & Financials

  • $100M$250M

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

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