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.

BS appointments, September 2026

1–19 of 19 · by appointment date

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BS appointments, September 2026
LeadProductBrokerAppointmentStatus
3556Basic health (KVG)Bergsee Finanz03.09.2026Held
3516LifeBergsee Finanz03.09.2026Held
3532Basic health (KVG)Lindenhof Beratung05.09.2026Held
3184CarUetliberg Broker08.09.2026Held
3838LifeAlpenblick Broker GmbH11.09.2026Held
3884CarBergsee Finanz17.09.2026Held
3676Basic health (KVG)Alpenblick Broker GmbH17.09.2026Held
4178CarUetliberg Broker21.09.2026Held
4219CarSeeufer Finanzplan22.09.2026Held
4028Basic health (KVG)Alpenblick Broker GmbH22.09.2026Held
4058Basic health (KVG)Rheinfall Assekuranz22.09.2026Held
4044Basic health (KVG)Alpenblick Broker GmbH23.09.2026Held
4227Supplementary (VVG)Uetliberg Broker24.09.2026Held
4083Basic health (KVG)Rheinfall Assekuranz25.09.2026Held
4313Basic health (KVG)Uetliberg Broker25.09.2026Held
4411Supplementary (VVG)Rheinfall Assekuranz25.09.2026Held
4005Basic health (KVG)Säntis Partner26.09.2026Held
4147Supplementary (VVG)Lindenhof Beratung28.09.2026Held
3925Supplementary (VVG)Seeufer Finanzplan30.09.2026Held
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 = 'BS'
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 = 'BS'

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