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.

BE appointments, September 2026

1–50 of 63 · by appointment date

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BE appointments, September 2026
LeadProductBrokerAppointmentStatus
3032Supplementary (VVG)Uetliberg Broker01.09.2026Held
3270LifeBergsee Finanz01.09.2026Held
3272Basic health (KVG)Bergsee Finanz02.09.2026Held
3282Basic health (KVG)Alpenblick Broker GmbH03.09.2026Held
3071Basic health (KVG)Säntis Partner03.09.2026Held
3477Basic health (KVG)Seeufer Finanzplan03.09.2026Held
3063Basic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3406Basic health (KVG)Säntis Partner04.09.2026Held
3660Basic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3615Basic health (KVG)Seeufer Finanzplan05.09.2026Held
3095CarUetliberg Broker05.09.2026Held
3659Basic health (KVG)Seeufer Finanzplan06.09.2026Held
3689LifeSeeufer Finanzplan07.09.2026Held
3576Supplementary (VVG)Rheinfall Assekuranz07.09.2026Held
3449Supplementary (VVG)Rheinfall Assekuranz08.09.2026Held
3347Supplementary (VVG)Lindenhof Beratung08.09.2026Held
3636Supplementary (VVG)Lindenhof Beratung08.09.2026Held
3722LifeAare Vorsorge AG10.09.2026Held
3832Basic health (KVG)Seeufer Finanzplan11.09.2026Held
3730Basic health (KVG)Uetliberg Broker11.09.2026Held
3370Basic health (KVG)Lindenhof Beratung11.09.2026Held
3525Basic health (KVG)Uetliberg Broker11.09.2026Held
3341Basic health (KVG)Alpenblick Broker GmbH12.09.2026Held
3601Basic health (KVG)Säntis Partner13.09.2026Held
3562Basic health (KVG)Säntis Partner13.09.2026Held
3420Supplementary (VVG)Alpenblick Broker GmbH13.09.2026Held
3927Basic health (KVG)Seeufer Finanzplan13.09.2026Held
3800Basic health (KVG)Lindenhof Beratung14.09.2026Held
3439Basic health (KVG)Seeufer Finanzplan14.09.2026Held
3495Basic health (KVG)Alpenblick Broker GmbH15.09.2026Held
3464Basic health (KVG)Seeufer Finanzplan15.09.2026Held
3797LifeAare Vorsorge AG16.09.2026Held
3880Basic health (KVG)Rheinfall Assekuranz16.09.2026Held
4031Basic health (KVG)Seeufer Finanzplan16.09.2026Held
4114Basic health (KVG)Lindenhof Beratung18.09.2026Held
3924CarRheinfall Assekuranz18.09.2026Held
3712Basic health (KVG)Säntis Partner18.09.2026Held
3892Basic health (KVG)Aare Vorsorge AG20.09.2026Held
3798Basic health (KVG)Uetliberg Broker21.09.2026Held
3741Supplementary (VVG)Uetliberg Broker21.09.2026Held
3662Basic health (KVG)Uetliberg Broker21.09.2026Held
3611Supplementary (VVG)Säntis Partner22.09.2026Held
4174Supplementary (VVG)Bergsee Finanz22.09.2026Held
3997Basic health (KVG)Lindenhof Beratung22.09.2026Held
3807Basic health (KVG)Lindenhof Beratung23.09.2026Held
4115LifeUetliberg Broker24.09.2026Held
3948Basic health (KVG)Alpenblick Broker GmbH24.09.2026Held
4423Basic health (KVG)Rheinfall Assekuranz25.09.2026Held
3653Supplementary (VVG)Lindenhof Beratung25.09.2026Held
4052LifeSeeufer Finanzplan26.09.2026Held
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 canton = 'BE'
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 canton = 'BE'

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