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 leads, September 2026

1–50 of 163 · by creation date

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Referral leads, September 2026
LeadCreatedCantonProductBrokerStatus
357801.09.2026FRLifeRheinfall AssekuranzNo appointment
354501.09.2026AGBasic health (KVG)Aare Vorsorge AGCancelled
357201.09.2026VDBasic health (KVG)Lindenhof BeratungHeld
354601.09.2026ZHSupplementary (VVG)Uetliberg BrokerNo appointment
359702.09.2026TIBasic health (KVG)Aare Vorsorge AGHeld
359802.09.2026ZHLifeBergsee FinanzHeld
358802.09.2026GECarSeeufer FinanzplanNo appointment
361202.09.2026ZHBasic health (KVG)Seeufer FinanzplanHeld
360102.09.2026BEBasic health (KVG)Säntis PartnerHeld
359102.09.2026SGLifeRheinfall AssekuranzHeld
360202.09.2026ZHBasic health (KVG)Säntis PartnerNo appointment
363203.09.2026ZHBasic health (KVG)Uetliberg BrokerHeld
366403.09.2026GESupplementary (VVG)Seeufer FinanzplanHeld
364203.09.2026AGBasic health (KVG)Uetliberg BrokerHeld
364803.09.2026AGBasic health (KVG)Alpenblick Broker GmbHHeld
364903.09.2026SGBasic health (KVG)Uetliberg BrokerHeld
367404.09.2026VDBasic health (KVG)Säntis PartnerHeld
369904.09.2026BSSupplementary (VVG)Alpenblick Broker GmbHNo-show
368304.09.2026FRSupplementary (VVG)Seeufer FinanzplanHeld
367904.09.2026GEBasic health (KVG)Uetliberg BrokerHeld
368704.09.2026FRSupplementary (VVG)Säntis PartnerHeld
368904.09.2026BELifeSeeufer FinanzplanHeld
366704.09.2026VDSupplementary (VVG)Säntis PartnerHeld
372005.09.2026TIBasic health (KVG)Lindenhof BeratungCancelled
371805.09.2026SGSupplementary (VVG)Seeufer FinanzplanHeld
375106.09.2026AGBasic health (KVG)Seeufer FinanzplanCancelled
375006.09.2026TISupplementary (VVG)Säntis PartnerHeld
374206.09.2026ZHBasic health (KVG)Alpenblick Broker GmbHHeld
373806.09.2026FRBasic health (KVG)Uetliberg BrokerHeld
373306.09.2026SGSupplementary (VVG)Rheinfall AssekuranzCancelled
376207.09.2026GEBasic health (KVG)Aare Vorsorge AGNo-show
376907.09.2026FRBasic health (KVG)Bergsee FinanzHeld
378007.09.2026LUBasic health (KVG)Säntis PartnerNo appointment
376507.09.2026BEBasic health (KVG)Uetliberg BrokerNo-show
375807.09.2026ZHLifeAlpenblick Broker GmbHNo appointment
377107.09.2026LUBasic health (KVG)Aare Vorsorge AGHeld
379207.09.2026VDBasic health (KVG)Alpenblick Broker GmbHHeld
382808.09.2026VDSupplementary (VVG)Säntis PartnerNo appointment
380208.09.2026TICarRheinfall AssekuranzHeld
380308.09.2026ZHBasic health (KVG)Aare Vorsorge AGHeld
382108.09.2026TIBasic health (KVG)Uetliberg BrokerNo appointment
383308.09.2026BSBasic health (KVG)Säntis PartnerNo appointment
383408.09.2026AGBasic health (KVG)Bergsee FinanzNo appointment
379808.09.2026BEBasic health (KVG)Uetliberg BrokerHeld
387009.09.2026ZHBasic health (KVG)Seeufer FinanzplanHeld
386109.09.2026LUBasic health (KVG)Säntis PartnerHeld
386209.09.2026VDSupplementary (VVG)Rheinfall AssekuranzNo appointment
386809.09.2026VDSupplementary (VVG)Aare Vorsorge AGCancelled
384509.09.2026ZHBasic health (KVG)Uetliberg BrokerCancelled
384109.09.2026ZHBasic health (KVG)Rheinfall AssekuranzHeld
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 created_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and created_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and channel = 'Referral'
order by created_at, lead_id
limit 50 offset 0

The row count

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