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.

Bergsee Finanz contracts, September 2026

1–22 of 22 · by contract date

Download CSV
22 shown More columns
Bergsee Finanz contracts, September 2026
LeadCantonProductStatusContract
3205VDBasic health (KVG)Held02.09.2026
3055SGLifeHeld03.09.2026
3270BELifeHeld07.09.2026
3656ZHSupplementary (VVG)Held07.09.2026
3650ZHBasic health (KVG)Held11.09.2026
3556BSBasic health (KVG)Held12.09.2026
3823AGBasic health (KVG)Held12.09.2026
3561VDBasic health (KVG)Held13.09.2026
3774LUBasic health (KVG)Held14.09.2026
3517ZHBasic health (KVG)Held16.09.2026
3869VDBasic health (KVG)Held17.09.2026
3681VDBasic health (KVG)Held18.09.2026
3242GEBasic health (KVG)Held19.09.2026
3415LUBasic health (KVG)Held21.09.2026
3920VDBasic health (KVG)Held24.09.2026
3980ZHBasic health (KVG)Held25.09.2026
3618FRBasic health (KVG)Held25.09.2026
3521ZHBasic health (KVG)Held28.09.2026
4163ZHSupplementary (VVG)Held29.09.2026
3936BEBasic health (KVG)Held29.09.2026
4458BESupplementary (VVG)Held30.09.2026
3739ZHBasic health (KVG)Held30.09.2026
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 contract_signed_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and contract_signed_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and broker = 'Bergsee Finanz'
order by contract_signed_at, lead_id
limit 50 offset 0

The row count

select count(*) as total
from leads
where contract_signed_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and contract_signed_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and broker = 'Bergsee Finanz'

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