This article consists of the description of the design andimplementation of a CRM information system that allowsintegrating the commercial consulting process in an insurance company, which takes all the concepts and shortcomings that arise in the daily tasks of the advisors. This project intends that users use it as a fundamental piece for the required functions of the business, providing them with effectiveness in fulfilling their tasks and goals. The main problem is that there are no technological software tools that allow advisors to managethe relationship with their clients, identify, attract or increase loyalty with their consumers, identifying new and potential clients. Based on the above, the development of the research raises the following question: How could a technological information system be developed that allows integrating the process of commercial advice in the field of insurance, allowing them to improve both in your customer service processes as in your personal income?