SDI Lab / BI cockpit Demo on a made-up Swiss insurance-lead business, data as of 28.10.2026 18:00. Names, brokers and numbers are invented.

Appointments, September 2026

1–50 of 459 · by appointment date

Download CSV
50 shown Fewer columns
Appointments, September 2026
LeadCreatedChannelCantonProductBrokerAppointmentStatusContractInvoicedAmount (CHF)
337824.08.2026ReferralGESupplementary (VVG)Aare Vorsorge AG01.09.2026Held02.09.202619.09.2026335.00
329920.08.2026ReferralZHSupplementary (VVG)Lindenhof Beratung01.09.2026Held09.09.202615.09.2026330.00
303210.08.2026ReferralBESupplementary (VVG)Uetliberg Broker01.09.2026Held01.09.202610.09.2026300.00
330120.08.2026Comparison portalTIBasic health (KVG)Aare Vorsorge AG01.09.2026Held02.09.202607.09.2026190.00
327019.08.2026Meta AdsBELifeBergsee Finanz01.09.2026Held07.09.202624.09.2026710.00
347828.08.2026Google AdsFRLifeAlpenblick Broker GmbH01.09.2026Held08.09.202618.09.2026620.00
351530.08.2026Google AdsGEBasic health (KVG)Seeufer Finanzplan01.09.2026Held06.09.202617.09.2026185.00
334623.08.2026Google AdsFRCarAlpenblick Broker GmbH02.09.2026Held03.09.202615.09.2026145.00
327219.08.2026Google AdsBEBasic health (KVG)Bergsee Finanz02.09.2026Held
346528.08.2026ReferralZHBasic health (KVG)Säntis Partner02.09.2026Held
339125.08.2026Comparison portalZHBasic health (KVG)Seeufer Finanzplan02.09.2026Held03.09.202613.09.2026180.00
340025.08.2026ReferralZHBasic health (KVG)Bergsee Finanz02.09.2026Held
330321.08.2026Google AdsSGCarAare Vorsorge AG02.09.2026Held
340125.08.2026Comparison portalAGBasic health (KVG)Rheinfall Assekuranz02.09.2026Held05.09.202621.09.2026165.00
344627.08.2026Google AdsZHBasic health (KVG)Lindenhof Beratung02.09.2026Held06.09.202612.09.2026175.00
328220.08.2026Google AdsBEBasic health (KVG)Alpenblick Broker GmbH03.09.2026Held
355601.09.2026Meta AdsBSBasic health (KVG)Bergsee Finanz03.09.2026Held12.09.202627.09.2026195.00
302910.08.2026ReferralZHBasic health (KVG)Aare Vorsorge AG03.09.2026Held
355501.09.2026Comparison portalZHBasic health (KVG)Säntis Partner03.09.2026Held
325819.08.2026Google AdsZHBasic health (KVG)Rheinfall Assekuranz03.09.2026Held12.09.202601.10.2026165.00
351630.08.2026Google AdsBSLifeBergsee Finanz03.09.2026Held
360602.09.2026Google AdsSGLifeRheinfall Assekuranz03.09.2026Held
361902.09.2026Google AdsAGBasic health (KVG)Säntis Partner03.09.2026Held
307111.08.2026Meta AdsBEBasic health (KVG)Säntis Partner03.09.2026Held04.09.202616.09.2026195.00
347728.08.2026Comparison portalBEBasic health (KVG)Seeufer Finanzplan03.09.2026Held
362502.09.2026Comparison portalAGBasic health (KVG)Alpenblick Broker GmbH03.09.2026Held07.09.202615.09.2026195.00
352331.08.2026Comparison portalAGLifeSäntis Partner03.09.2026Held
358702.09.2026Google AdsFRSupplementary (VVG)Uetliberg Broker03.09.2026Held08.09.202620.09.2026310.00
308812.08.2026Google AdsFRBasic health (KVG)Seeufer Finanzplan03.09.2026Held08.09.202622.09.2026195.00
351130.08.2026Google AdsGESupplementary (VVG)Bergsee Finanz03.09.2026Held
358502.09.2026Comparison portalZHBasic health (KVG)Rheinfall Assekuranz03.09.2026Held08.09.202619.09.2026185.00
306811.08.2026Comparison portalTIBasic health (KVG)Säntis Partner03.09.2026Held07.09.202622.09.2026200.00
361202.09.2026ReferralZHBasic health (KVG)Seeufer Finanzplan04.09.2026Held
353431.08.2026ReferralZHSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
356001.09.2026Comparison portalLULifeAare Vorsorge AG04.09.2026Held
352931.08.2026Comparison portalVDBasic health (KVG)Uetliberg Broker04.09.2026Held06.09.202613.09.2026180.00
346628.08.2026Meta AdsVDSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
352231.08.2026ReferralZHBasic health (KVG)Aare Vorsorge AG04.09.2026Held10.09.202628.09.2026165.00
332321.08.2026Google AdsLUBasic health (KVG)Lindenhof Beratung04.09.2026Held
306311.08.2026Google AdsBEBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
311513.08.2026Comparison portalFRSupplementary (VVG)Rheinfall Assekuranz04.09.2026Held13.09.202616.09.2026300.00
346127.08.2026Comparison portalSGSupplementary (VVG)Lindenhof Beratung04.09.2026Held
323518.08.2026Comparison portalTIBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
359902.09.2026Google AdsZHSupplementary (VVG)Lindenhof Beratung04.09.2026Held07.09.202622.09.2026300.00
315714.08.2026Google AdsTIBasic health (KVG)Aare Vorsorge AG04.09.2026Held
331921.08.2026Google AdsLUSupplementary (VVG)Aare Vorsorge AG04.09.2026Held05.09.202615.09.2026305.00
364203.09.2026ReferralAGBasic health (KVG)Uetliberg Broker04.09.2026Held
340625.08.2026Google AdsBEBasic health (KVG)Säntis Partner04.09.2026Held05.09.202610.09.2026195.00
366003.09.2026Google AdsBEBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
365503.09.2026Google AdsZHBasic health (KVG)Aare Vorsorge AG04.09.2026Held13.09.202619.09.2026180.00
How it's calculated

These rows

select lead_id, created_at, channel, canton, product, broker, appointment_at, appointment_status, contract_signed_at, invoiced_at, invoice_amount_chf
from leads
where appointment_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_status in ('scheduled', 'held')
order by appointment_at, lead_id
limit 50 offset 0

The row count

select count(*) as total
from leads
where appointment_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_status in ('scheduled', 'held')

The app runs these queries with parameters; here the values are written in, so they can be read or pasted into psql.