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.

Life appointments, September 2026

1–39 of 39 · by appointment date

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Life appointments, September 2026
LeadCantonBrokerAppointmentStatus
3270BEBergsee Finanz01.09.2026Held
3478FRAlpenblick Broker GmbH01.09.2026Held
3516BSBergsee Finanz03.09.2026Held
3606SGRheinfall Assekuranz03.09.2026Held
3523AGSäntis Partner03.09.2026Held
3560LUAare Vorsorge AG04.09.2026Held
3591SGRheinfall Assekuranz05.09.2026Held
3604ZHBergsee Finanz06.09.2026Held
3526LURheinfall Assekuranz06.09.2026Held
3689BESeeufer Finanzplan07.09.2026Held
3721ZHAlpenblick Broker GmbH08.09.2026Held
3770SGAlpenblick Broker GmbH09.09.2026Held
3506ZHRheinfall Assekuranz10.09.2026Held
3722BEAare Vorsorge AG10.09.2026Held
3484LUSeeufer Finanzplan11.09.2026Held
3547ZHUetliberg Broker11.09.2026Held
3425AGBergsee Finanz11.09.2026Held
3912ZHAlpenblick Broker GmbH11.09.2026Held
3838BSAlpenblick Broker GmbH11.09.2026Held
3763ZHAlpenblick Broker GmbH13.09.2026Held
3797BEAare Vorsorge AG16.09.2026Held
4004LURheinfall Assekuranz16.09.2026Held
4157ZHUetliberg Broker18.09.2026Held
4223SGSeeufer Finanzplan21.09.2026Held
4032FRAare Vorsorge AG21.09.2026Held
3668ZHSäntis Partner22.09.2026Held
4115BEUetliberg Broker24.09.2026Held
3894ZHLindenhof Beratung24.09.2026Held
3985VDBergsee Finanz25.09.2026Held
3598ZHBergsee Finanz25.09.2026Held
4141LUBergsee Finanz25.09.2026Held
4052BESeeufer Finanzplan26.09.2026Held
4130GELindenhof Beratung27.09.2026Held
3661VDAlpenblick Broker GmbH27.09.2026Held
4023ZHAlpenblick Broker GmbH27.09.2026Held
4431SGAare Vorsorge AG27.09.2026Held
3883FRBergsee Finanz28.09.2026Held
3975AGAare Vorsorge AG29.09.2026Held
4508ZHUetliberg Broker30.09.2026Held
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 product = 'Life'
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 product = 'Life'

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