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.

AG invoiced leads, September 2026

1–20 of 20 · by invoice date

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AG invoiced leads, September 2026
LeadProductBrokerStatusInvoicedAmount (CHF)
3222Basic health (KVG)Lindenhof BeratungHeld01.09.2026185.00
2856Basic health (KVG)Rheinfall AssekuranzHeld03.09.2026195.00
3300Basic health (KVG)Lindenhof BeratungHeld05.09.2026165.00
2955Supplementary (VVG)Uetliberg BrokerHeld10.09.2026310.00
3648Basic health (KVG)Alpenblick Broker GmbHHeld14.09.2026190.00
3625Basic health (KVG)Alpenblick Broker GmbHHeld15.09.2026195.00
3043Basic health (KVG)Aare Vorsorge AGHeld16.09.2026180.00
2977Supplementary (VVG)Seeufer FinanzplanHeld18.09.2026350.00
3849Basic health (KVG)Säntis PartnerHeld20.09.2026170.00
3401Basic health (KVG)Rheinfall AssekuranzHeld21.09.2026165.00
3629Basic health (KVG)Säntis PartnerHeld24.09.2026160.00
3823Basic health (KVG)Bergsee FinanzHeld24.09.2026185.00
3627Basic health (KVG)Alpenblick Broker GmbHHeld24.09.2026190.00
3498Basic health (KVG)Aare Vorsorge AGHeld24.09.2026190.00
4173Basic health (KVG)Uetliberg BrokerHeld24.09.2026175.00
3514Basic health (KVG)Rheinfall AssekuranzHeld24.09.2026190.00
4045Basic health (KVG)Rheinfall AssekuranzHeld26.09.2026165.00
3399Basic health (KVG)Lindenhof BeratungHeld26.09.2026165.00
3881CarUetliberg BrokerHeld26.09.2026140.00
3690Supplementary (VVG)Alpenblick Broker GmbHHeld27.09.2026295.00
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 invoiced_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and invoiced_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and canton = 'AG'
order by invoiced_at, lead_id
limit 50 offset 0

The row count

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

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