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.

Comparison portal appointments, September 2026

1–50 of 118 · by appointment date

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Comparison portal appointments, September 2026
LeadCantonProductBrokerAppointmentStatus
3301TIBasic health (KVG)Aare Vorsorge AG01.09.2026Held
3391ZHBasic health (KVG)Seeufer Finanzplan02.09.2026Held
3401AGBasic health (KVG)Rheinfall Assekuranz02.09.2026Held
3555ZHBasic health (KVG)Säntis Partner03.09.2026Held
3477BEBasic health (KVG)Seeufer Finanzplan03.09.2026Held
3625AGBasic health (KVG)Alpenblick Broker GmbH03.09.2026Held
3523AGLifeSäntis Partner03.09.2026Held
3585ZHBasic health (KVG)Rheinfall Assekuranz03.09.2026Held
3068TIBasic health (KVG)Säntis Partner03.09.2026Held
3560LULifeAare Vorsorge AG04.09.2026Held
3529VDBasic health (KVG)Uetliberg Broker04.09.2026Held
3115FRSupplementary (VVG)Rheinfall Assekuranz04.09.2026Held
3461SGSupplementary (VVG)Lindenhof Beratung04.09.2026Held
3235TIBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3392LUCarRheinfall Assekuranz05.09.2026Held
3628ZHBasic health (KVG)Säntis Partner06.09.2026Held
3249ZHBasic health (KVG)Säntis Partner06.09.2026Held
3604ZHLifeBergsee Finanz06.09.2026Held
3692ZHBasic health (KVG)Uetliberg Broker06.09.2026Held
3714ZHBasic health (KVG)Alpenblick Broker GmbH06.09.2026Held
3656ZHSupplementary (VVG)Bergsee Finanz07.09.2026Held
3186LUSupplementary (VVG)Uetliberg Broker08.09.2026Held
3629AGBasic health (KVG)Säntis Partner08.09.2026Held
3184BSCarUetliberg Broker08.09.2026Held
3760ZHBasic health (KVG)Lindenhof Beratung08.09.2026Held
3479TIBasic health (KVG)Uetliberg Broker08.09.2026Held
3818AGBasic health (KVG)Uetliberg Broker09.09.2026Held
3823AGBasic health (KVG)Bergsee Finanz10.09.2026Held
3324TISupplementary (VVG)Uetliberg Broker10.09.2026Held
3869VDBasic health (KVG)Bergsee Finanz10.09.2026Held
3623ZHBasic health (KVG)Säntis Partner10.09.2026Held
3786FRBasic health (KVG)Lindenhof Beratung11.09.2026Held
3832BEBasic health (KVG)Seeufer Finanzplan11.09.2026Held
3484LULifeSeeufer Finanzplan11.09.2026Held
3425AGLifeBergsee Finanz11.09.2026Held
3838BSLifeAlpenblick Broker GmbH11.09.2026Held
3415LUBasic health (KVG)Bergsee Finanz12.09.2026Held
3848SGBasic health (KVG)Uetliberg Broker12.09.2026Held
3512FRBasic health (KVG)Aare Vorsorge AG12.09.2026Held
3856ZHSupplementary (VVG)Rheinfall Assekuranz13.09.2026Held
3905GEBasic health (KVG)Alpenblick Broker GmbH13.09.2026Held
3562BEBasic health (KVG)Säntis Partner13.09.2026Held
3672ZHSupplementary (VVG)Aare Vorsorge AG13.09.2026Held
3570SGBasic health (KVG)Seeufer Finanzplan13.09.2026Held
3893FRBasic health (KVG)Seeufer Finanzplan13.09.2026Held
3498AGBasic health (KVG)Aare Vorsorge AG13.09.2026Held
3889LUBasic health (KVG)Lindenhof Beratung14.09.2026Held
3755FRBasic health (KVG)Aare Vorsorge AG14.09.2026Held
3605ZHBasic health (KVG)Rheinfall Assekuranz14.09.2026Held
3626ZHBasic health (KVG)Aare Vorsorge AG15.09.2026Held
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 channel = 'Comparison portal'
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 channel = 'Comparison portal'

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