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.

Appointments, September 2026

1–50 of 459 · by appointment date

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Appointments, September 2026
LeadCantonProductBrokerAppointmentStatus
3378GESupplementary (VVG)Aare Vorsorge AG01.09.2026Held
3299ZHSupplementary (VVG)Lindenhof Beratung01.09.2026Held
3032BESupplementary (VVG)Uetliberg Broker01.09.2026Held
3301TIBasic health (KVG)Aare Vorsorge AG01.09.2026Held
3270BELifeBergsee Finanz01.09.2026Held
3478FRLifeAlpenblick Broker GmbH01.09.2026Held
3515GEBasic health (KVG)Seeufer Finanzplan01.09.2026Held
3346FRCarAlpenblick Broker GmbH02.09.2026Held
3272BEBasic health (KVG)Bergsee Finanz02.09.2026Held
3465ZHBasic health (KVG)Säntis Partner02.09.2026Held
3391ZHBasic health (KVG)Seeufer Finanzplan02.09.2026Held
3400ZHBasic health (KVG)Bergsee Finanz02.09.2026Held
3303SGCarAare Vorsorge AG02.09.2026Held
3401AGBasic health (KVG)Rheinfall Assekuranz02.09.2026Held
3446ZHBasic health (KVG)Lindenhof Beratung02.09.2026Held
3282BEBasic health (KVG)Alpenblick Broker GmbH03.09.2026Held
3556BSBasic health (KVG)Bergsee Finanz03.09.2026Held
3029ZHBasic health (KVG)Aare Vorsorge AG03.09.2026Held
3555ZHBasic health (KVG)Säntis Partner03.09.2026Held
3258ZHBasic health (KVG)Rheinfall Assekuranz03.09.2026Held
3516BSLifeBergsee Finanz03.09.2026Held
3606SGLifeRheinfall Assekuranz03.09.2026Held
3619AGBasic health (KVG)Säntis Partner03.09.2026Held
3071BEBasic 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
3587FRSupplementary (VVG)Uetliberg Broker03.09.2026Held
3088FRBasic health (KVG)Seeufer Finanzplan03.09.2026Held
3511GESupplementary (VVG)Bergsee Finanz03.09.2026Held
3585ZHBasic health (KVG)Rheinfall Assekuranz03.09.2026Held
3068TIBasic health (KVG)Säntis Partner03.09.2026Held
3612ZHBasic health (KVG)Seeufer Finanzplan04.09.2026Held
3534ZHSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
3560LULifeAare Vorsorge AG04.09.2026Held
3529VDBasic health (KVG)Uetliberg Broker04.09.2026Held
3466VDSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
3522ZHBasic health (KVG)Aare Vorsorge AG04.09.2026Held
3323LUBasic health (KVG)Lindenhof Beratung04.09.2026Held
3063BEBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3115FRSupplementary (VVG)Rheinfall Assekuranz04.09.2026Held
3461SGSupplementary (VVG)Lindenhof Beratung04.09.2026Held
3235TIBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3599ZHSupplementary (VVG)Lindenhof Beratung04.09.2026Held
3157TIBasic health (KVG)Aare Vorsorge AG04.09.2026Held
3319LUSupplementary (VVG)Aare Vorsorge AG04.09.2026Held
3642AGBasic health (KVG)Uetliberg Broker04.09.2026Held
3406BEBasic health (KVG)Säntis Partner04.09.2026Held
3660BEBasic health (KVG)Alpenblick Broker GmbH04.09.2026Held
3655ZHBasic health (KVG)Aare Vorsorge AG04.09.2026Held
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')
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')

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