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.

FR invoiced leads, September 2026

1–20 of 20 · by invoice date

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FR invoiced leads, September 2026
LeadProductBrokerStatusInvoicedAmount (CHF)
3326Basic health (KVG)Aare Vorsorge AGHeld02.09.2026160.00
3220Supplementary (VVG)Säntis PartnerHeld02.09.2026330.00
3089Basic health (KVG)Rheinfall AssekuranzHeld04.09.2026195.00
3285Basic health (KVG)Aare Vorsorge AGHeld06.09.2026190.00
3154Basic health (KVG)Uetliberg BrokerHeld07.09.2026180.00
3255LifeSeeufer FinanzplanHeld07.09.2026625.00
3148Basic health (KVG)Aare Vorsorge AGHeld11.09.2026185.00
3346CarAlpenblick Broker GmbHHeld15.09.2026145.00
3115Supplementary (VVG)Rheinfall AssekuranzHeld16.09.2026300.00
3512Basic health (KVG)Aare Vorsorge AGHeld18.09.2026190.00
3478LifeAlpenblick Broker GmbHHeld18.09.2026620.00
3587Supplementary (VVG)Uetliberg BrokerHeld20.09.2026310.00
3777Supplementary (VVG)Seeufer FinanzplanHeld21.09.2026295.00
3088Basic health (KVG)Seeufer FinanzplanHeld22.09.2026195.00
3259Basic health (KVG)Aare Vorsorge AGHeld23.09.2026195.00
3683Supplementary (VVG)Seeufer FinanzplanHeld23.09.2026330.00
4029CarRheinfall AssekuranzHeld28.09.2026130.00
4306CarAare Vorsorge AGHeld28.09.2026140.00
3757CarUetliberg BrokerHeld29.09.2026130.00
3559Basic health (KVG)Säntis PartnerHeld30.09.2026170.00
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 = 'FR'
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 = 'FR'

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