Kristi Roberts's Colleagues at Preferred Managing Agency
Kristi Roberts's Contact Details
866-471-8855
Preferred Managing Agency
Kristi Roberts's Company Details
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.