Insights

Growth Potential PMA operates as a managing agency for SFIC with a large policy base across multiple states (Florida, South Carolina, Louisiana, Mississippi), indicating opportunities to upsell ancillary services, policy administration improvements, and expanded carrier partnerships within a growing footprint.

Regional Expansion Vision to grow into a regional and national company suggests open doors for partnerships around scaling operations, fee-based services, and risk-bearing product offerings that appeal to mid-market agents seeking scalable back-office support.

Tech Enablement Current tech stack is limited to Network Solutions and Microsoft 365; this signals an opportunity to offer integrated insurtech solutions, data analytics, automation, or CRM/underwriting platforms to improve efficiency for PMA and its independent agent network.

Financial Scale Revenue in the range of 500M to 1B and a substantial policies portfolio present opportunities to target cross-sell of additional services such as marketing, claims tech, and premium financing options to deepen client value with SFIC and partner agents.

Carrier Alignment SFIC is PMA’s sole insurance carrier following historic mergers, creating a focused opportunity to propose carrier diversification strategies, alternate underwriting solutions, or carrier-agnostic offerings that reduce concentration risk for PMA and its agency network.

Preferred Managing Agency Email Formats	Example	Percentage
FLast@preferredmanaging.com	JDoe@preferredmanaging.com	100%

Preferred Managing Agency Email Formats

Example

Percentage

FLast@preferredmanaging.com

JDoe@preferredmanaging.com

100%

Frequently Asked Questions

What is Preferred Managing Agency's phone number?

You can contact Preferred Managing Agency's main corporate office by phone at

+1-850-521-****

. 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?

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

How much revenue does Preferred Managing Agency generate?

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

What is Preferred Managing Agency's NAICS code?

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

How many employees does Preferred Managing Agency have currently?

As of August 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.Assistant Vice President: N. G.. Explore Preferred Managing Agency's employee directory with LeadIQ.

What industry does Preferred Managing Agency belong to?

Preferred Managing Agency operates in the Insurance industry.

What technology does Preferred Managing Agency use?

Preferred Managing Agency's tech stack includes Network SolutionsMicrosoft 365.

What is Preferred Managing Agency's email format?

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?

Preferred Managing Agency was founded in 1998.

Preferred Managing Agency

Q: How many employees does Preferred Managing Agency have currently?

Preferred Managing Agency has approximately 40 employees.

Q: What is Preferred Managing Agency's NAICS code?

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

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.

Insights

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