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.

Bergsee Finanz appointments, September 2026

1–50 of 59 · by appointment date

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Bergsee Finanz appointments, September 2026
LeadCantonProductAppointmentStatus
3270BELife01.09.2026Held
3272BEBasic health (KVG)02.09.2026Held
3400ZHBasic health (KVG)02.09.2026Held
3556BSBasic health (KVG)03.09.2026Held
3516BSLife03.09.2026Held
3511GESupplementary (VVG)03.09.2026Held
3561VDBasic health (KVG)06.09.2026Held
3604ZHLife06.09.2026Held
3245ZHBasic health (KVG)06.09.2026Held
3656ZHSupplementary (VVG)07.09.2026Held
3638GEBasic health (KVG)08.09.2026Held
3711TIBasic health (KVG)09.09.2026Held
3242GEBasic health (KVG)09.09.2026Held
3650ZHBasic health (KVG)10.09.2026Held
3823AGBasic health (KVG)10.09.2026Held
3769FRBasic health (KVG)10.09.2026Held
3869VDBasic health (KVG)10.09.2026Held
3584FRSupplementary (VVG)10.09.2026Held
3774LUBasic health (KVG)10.09.2026Held
3888GEBasic health (KVG)11.09.2026Held
3425AGLife11.09.2026Held
3571SGBasic health (KVG)12.09.2026Held
3415LUBasic health (KVG)12.09.2026Held
3517ZHBasic health (KVG)13.09.2026Held
3681VDBasic health (KVG)15.09.2026Held
3859GESupplementary (VVG)16.09.2026Held
3884BSCar17.09.2026Held
3618FRBasic health (KVG)17.09.2026Held
4108ZHSupplementary (VVG)20.09.2026Held
3920VDBasic health (KVG)21.09.2026Held
3739ZHBasic health (KVG)21.09.2026Held
3980ZHBasic health (KVG)21.09.2026Held
3551ZHSupplementary (VVG)22.09.2026Held
4174BESupplementary (VVG)22.09.2026Held
4187ZHSupplementary (VVG)22.09.2026Held
4112VDBasic health (KVG)22.09.2026Held
3521ZHBasic health (KVG)22.09.2026Held
4079LUBasic health (KVG)23.09.2026Held
4283FRBasic health (KVG)23.09.2026Held
3593VDBasic health (KVG)24.09.2026Held
3710AGBasic health (KVG)24.09.2026Held
4317AGCar25.09.2026Held
3985VDLife25.09.2026Held
4420ZHSupplementary (VVG)25.09.2026Held
3598ZHLife25.09.2026Held
4141LULife25.09.2026Held
3936BEBasic health (KVG)26.09.2026Held
4286GEBasic health (KVG)26.09.2026Held
4163ZHSupplementary (VVG)27.09.2026Held
3735FRBasic health (KVG)28.09.2026Held
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')
  and broker = 'Bergsee Finanz'
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')
  and broker = 'Bergsee Finanz'

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