Understanding Exigent Tools 

To better serve our clients, we've adopted several online tools with the goal of providing quicker service and streamlined access to support, payments and invoices, and more. To take full advantage of these options, we recommend watching the quick tutorial videos below.

Submit a support ticket

Use the payment center

Schedule support time

Set up MFA for support calls

Rather read the instructions? Don't worry, we have that covered, too.

Support Requests

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Accounting & Payment Help

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Scheduling Support Time

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Set Up Support Call MFA

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Other Useful Documents

Holidays and Support

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Procurement Guide

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Policy on Cyber Audit Inquiries

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Cyber Insurance Audit Requests


Have additional questions?

Join monthly Exigent Office Hours, an executive-level strategy forum for our clients

Office Hours is a monthly, two-hour open forum hosted by Exigent's senior technology leaders. It's your direct line to our top minds, offering a space to discuss strategy, ideas, technical challenges, compliance concerns, or anything else on your mind. There is no script, no sales pitch, just real-time collaboration with the experts.


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Ways We're Using AI to Better Serve Clients

  • Intelligent phone routing and virtual attendants that help connect callers to the right resources more quickly.
  • Website assistants that help visitors find information and answers to common questions.
  • Smart forms and workflow automation that streamline service requests and reduce administrative delays.
  • Service desk analytics that identify trends, recurring issues, and opportunities to improve service delivery.
  • Automated recommendations and knowledge suggestions that help resolve common support requests more efficiently.

Our Digital Tools & Intelligent Automation

As part of the Shield Technology Partners community, Exigent continuously evaluates emerging technologies that can improve the client experience while maintaining the high-touch, consultative service our clients expect.

To provide faster service and a more seamless support experience, Exigent leverages a combination of automation, intelligent workflows, and artificial intelligence technologies. These tools help route requests, surface information, identify service trends, and improve response times while keeping our service team focused on delivering expert guidance and personalized support.

For example, in many cases, agents can gather information from ticket history and knowledge sources, troubleshoot issues, and even resolve routine requests directly.  Please remember, our tech team is involved and engaged in this same platform, overseeing automated activities at every step.

While these technologies help us work smarter, they do not replace the expertise, accountability, or personal relationships that define The Exigent Method. Our team remains responsible for client outcomes, strategic guidance, and support decisions and pride themselves on our white-glove, personalized service.

We are committed to using artificial intelligence responsibly, securely, and in ways that align with our clients' business objectives. As technology continues to evolve, we will continue to evaluate innovations that strengthen security, improve operational efficiency, and deliver exceptional client experiences.

Are You Interested in Using Smart Forms?

We’re excited to introduce the next evolution of our smart automation capabilities—the Exigent Smart Forms PortalBuilt to complement Assurance Managed Services, the Smart Forms Portal automates high-volume, low-complexity tasks so your team receives faster results without the typical back-and-forth of traditional ticketing. Accessible to designated client liaisons—such as HR, accounting, or operations leaders—the portal delivers a guided experience that leverages your organization’s existing data, personalized fields, custom rules, and targeted automation. 

This portal does not replace the existing methods for submitting support requests. Instead, it accelerates the routine, often daily actions your liaisons submit by providing an optimized pathway built for speed, accuracy, and ease.

Ready to Get Started?
Contact your Technical Advisor to schedule a demo. We’ll walk you through the portal, review your most common requests, and tailor a smart-form experience that aligns with your business processes.

introducing smart forms

Available smart form templates include:
• New user onboarding
• User offboarding
• Password resets
• User account unlocks
• Out-of-office message creation and removal
• Additional templates coming soon


Need additional assistance?

We are committed to delivering an exceptional customer experience, so please let us know how we can help you.

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Tutorials & Tools FAQ