Insights

Market Expansion Opportunity Preferred Managing Agency aims to grow into a regional and national company, highlighting a strategic opportunity to partner with them for broader distribution and sales channels across multiple states and potential new markets.

Technology Integration With a focus on providing cost-effective operations and customer service, PMA may benefit from advanced insurtech solutions that improve underwriting, claims processing, and customer engagement, creating opportunities for tech vendors.

Carrier Consolidation Since Southern Fidelity Insurance Company is the sole carrier and PMA manages a large portfolio of over 232,000 policies, there is potential to upsell or cross-sell additional insurance products or specialized coverage options aligned with evolving client needs.

Policyholder Growth Handling policies across multiple states including Florida, South Carolina, Louisiana, and Mississippi provides a chance to introduce targeted marketing services or policy customization solutions to expand policyholder retention and acquisition.

Partner Network Expansion PMA’s goal to grow its network of independent agents presents an opportunity to offer value-added services such as agency management platforms, marketing support, or training programs to enhance agent productivity and loyalty.

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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