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.

Referral appointments, September 2026

1–50 of 96 · by appointment date

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Referral appointments, September 2026
LeadCantonProductBrokerAppointmentStatus
3378GESupplementary (VVG)Aare Vorsorge AG01.09.2026Held
3299ZHSupplementary (VVG)Lindenhof Beratung01.09.2026Held
3032BESupplementary (VVG)Uetliberg Broker01.09.2026Held
3465ZHBasic health (KVG)Säntis Partner02.09.2026Held
3400ZHBasic health (KVG)Bergsee Finanz02.09.2026Held
3029ZHBasic health (KVG)Aare Vorsorge AG03.09.2026Held
3612ZHBasic health (KVG)Seeufer Finanzplan04.09.2026Held
3534ZHSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
3522ZHBasic health (KVG)Aare Vorsorge AG04.09.2026Held
3642AGBasic health (KVG)Uetliberg Broker04.09.2026Held
3111ZHBasic health (KVG)Aare Vorsorge AG05.09.2026Held
3533ZHBasic health (KVG)Uetliberg Broker05.09.2026Held
3591SGLifeRheinfall Assekuranz05.09.2026Held
3491GEBasic health (KVG)Alpenblick Broker GmbH05.09.2026Held
3218LUBasic health (KVG)Seeufer Finanzplan05.09.2026Held
3329VDBasic health (KVG)Rheinfall Assekuranz05.09.2026Held
3679GEBasic health (KVG)Uetliberg Broker05.09.2026Held
3649SGBasic health (KVG)Uetliberg Broker05.09.2026Held
3221VDBasic health (KVG)Alpenblick Broker GmbH06.09.2026Held
3683FRSupplementary (VVG)Seeufer Finanzplan07.09.2026Held
3689BELifeSeeufer Finanzplan07.09.2026Held
3648AGBasic health (KVG)Alpenblick Broker GmbH07.09.2026Held
3687FRSupplementary (VVG)Säntis Partner08.09.2026Held
3308VDBasic health (KVG)Aare Vorsorge AG08.09.2026Held
3664GESupplementary (VVG)Seeufer Finanzplan09.09.2026Held
3769FRBasic health (KVG)Bergsee Finanz10.09.2026Held
3738FRBasic health (KVG)Uetliberg Broker10.09.2026Held
3870ZHBasic health (KVG)Seeufer Finanzplan11.09.2026Held
3750TISupplementary (VVG)Säntis Partner11.09.2026Held
3888GEBasic health (KVG)Bergsee Finanz11.09.2026Held
3458VDCarLindenhof Beratung11.09.2026Held
3955VDSupplementary (VVG)Säntis Partner12.09.2026Held
3601BEBasic health (KVG)Säntis Partner13.09.2026Held
3841ZHBasic health (KVG)Rheinfall Assekuranz13.09.2026Held
3322FRBasic health (KVG)Säntis Partner13.09.2026Held
3420BESupplementary (VVG)Alpenblick Broker GmbH13.09.2026Held
3927BEBasic health (KVG)Seeufer Finanzplan13.09.2026Held
3399AGBasic health (KVG)Lindenhof Beratung14.09.2026Held
3991FRBasic health (KVG)Aare Vorsorge AG14.09.2026Held
3861LUBasic health (KVG)Säntis Partner14.09.2026Held
4029FRCarRheinfall Assekuranz15.09.2026Held
3931FRBasic health (KVG)Säntis Partner15.09.2026Held
3632ZHBasic health (KVG)Uetliberg Broker16.09.2026Held
3742ZHBasic health (KVG)Alpenblick Broker GmbH16.09.2026Held
3880BEBasic health (KVG)Rheinfall Assekuranz16.09.2026Held
3792VDBasic health (KVG)Alpenblick Broker GmbH16.09.2026Held
3987ZHSupplementary (VVG)Rheinfall Assekuranz16.09.2026Held
3448FRBasic health (KVG)Seeufer Finanzplan17.09.2026Held
4013ZHSupplementary (VVG)Lindenhof Beratung17.09.2026Held
3572VDBasic health (KVG)Lindenhof Beratung18.09.2026Held
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 = 'Referral'
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 = 'Referral'

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